How to Get It Right
By Staff WriterProbably the most common mistake advisors make when marketing their services is to think that telling prospective clients about their technical skills will convince those...
March 01, 2004
Why Integrity MattersRandy Cooper of Life Transition Planning in Tampa, Florida, says errors and omissions insurance is no substitute for a clear set of values. In a...
March 01, 2004
No CompromisesAggressive investors need not apply," might read a sign hanging over Charlie Dreifus's office door. Don't get the wrong idea. Making money is very important...
March 01, 2004
At Home, AbroadRed hair and freckles will make you stand out in any crowd, but on the palm-treed, cobblestoned streets of San Juan, Puerto Rico, you might...
March 01, 2004
Efficiency ExpertsAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
March 01, 2004
Disaster PreparednessOn September 22, 2003, I left my office for the day, with a full schedule charted out for the next few weeks, including client meetings...
March 01, 2004
Finding the HNWBuilding a practice full of high-net-worth clients involves developing relationships with wealthy people. But recent "Do Not Call" legislation has left many advisors looking for...
March 01, 2004
Struggle for SurvivorshipLately, trying to sell survivorship life insurance has been like trying to sell a rain poncho on a cloudless day--sure, people may need it someday,...