Finding and Serving African-American Clients
By Savita Iyer-AhrestaniI have heard advisors say it so many times that I take it as true: Advisors in general want the dream client, one with seven figures of investable assets and a healthy income. Historically, that wouldn't describe average members of the African-American community.
October 27, 2010
IMOs come together at NAFA SummitWhat happens when you get a bunch of normally competitive independent marketing organizations together in the same place for two days?
October 27, 2010
Legislate in hasteIn 1992, strategist James Carville created the slogan for Bill Clinton's presidential campaign with the phrase, "It's the economy, stupid."
October 27, 2010
IMOs come together at NAFA SummitWhat happens when you get a bunch of normally competitive independent marketing organizations together in the same place for two days?
October 27, 2010
Time After TimeOne of the most interesting things about turtles is that once they reach adulthood, their organs dont break down the way they do in other ...
October 27, 2010
What the Uniform Fiduciary Standard Will Not BeSIFMA CEO Tim Ryan says matter-of-factly: the "uniform" fiduciary standard that the Securities and Exchange Commission (SEC) is working on will not be the fiduciary standard under the Advisers Act of 1940, because, he opined, we have to have a standard that will "work for everyone."
October 26, 2010
3 habits for highly effective presentationsOne common thread I see among top advisors is they deliver effective and powerful presentations. By doing so, they communicate on an intimate level with their clients and prospects.
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