Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
Turning Compliant Clients Into Top Referral Advocates
Careful compliance can build extraordinary client loyalty and make them “angel advocates” for your firm, says Katherine Vessenes.
Raymond James Adds 5 Advisors From Wells, UBS
Five reps join Raymond James as employee advisors in the Southeast with about $4 million in yearly fees and commissions and close to $700 million in combined assets.
Why You Need to Build a Sustainable Business
Consider this recent client conversation that a prominent financial advisor, Jim, recently had with one of his largest clients ...
The 'Go Team!' System
I bet you thought cheerleading is just for high school students. In fact, cheerleading could be a quick way for you to close more business,...