Warning to Advisors: Ignore Women’s Market at Your Peril
Pershing director Kim Dellarocca notes that not only do women represent a “crucial client opportunity” because of their control of wealth, but also because of their expressed dissatisfaction with their current advisors.
Grow Your Firm
In 2011, Investment Advisor published a practice management series on how to grow your firm featuring contributions from Philip Palaveev of Fusion Advisor Network; Spenser Segal of ActiFi and a member of the 2011 IA 25; and Susan Hirschman of SHE LTD.
2011 BDs of the Year; Investing in Europe’s Debt Crisis; How to Retain Top Talent: September Investment Advisor—Slideshow
September brings the 21st annual Broker-Dealers of the Year awards.
Video: Behavior in Retirement—The Good, the Bad and the Just Plain Ugly
Author Susan Hirshman and advisor Michelle Smith tell Investment Advisor and AdvisorOne’s John Sullivan about the retirement red flags to watch out for—and how to handle them once they arise.
As Retirement Income Symposium Ends, Speech on Benchmarking Gets Advisors Buzzing
Author and advisor Charlie Farrell calls for benchmarks for retirement income management.
At Retirement Income Symposium, Hirshman on Women in Retirement
At the Retirement Income Symposium in Chicago, Susan Hirshman spoke to 120 advisors about the opportunity, but also the special approaches necessary, to better serve women as clients.
What Advisors Need Today; What the Profession Needs Tomorrow
Advisors' biggest concern: getting clients today, getting new advisors tomorrow.
Talk to Me: A Guide to Advising Women and Couples
Susan Hirshman GOT the motivation to write her new book--Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success...
When advisor Paul Sutherland is considering stocks for possible inclusion in his Utopia Funds portfolios, he evaluates the strength of the company's brand since, he...
Keep Your Focus
If you're looking to articulate your message to attract the best kind of clients, consultant Susan Hirshman suggests you start with your current clients. You...