What Advisors Need Today; What the Profession Needs Tomorrow
By James J. GreenAdvisors' biggest concern: getting clients today, getting new advisors tomorrow.
October 19, 2010
Dealing With an Unrealistic Client: Should I Fire Him?I am now just over half way through the quarterly client review process and everything is going extremely well, except for the one client who holds some rather unrealistic expectations. Should I try to educate him, again, or just fire him?
October 18, 2010
Wealth and TaxesUnless Congress acts, taxes will rise for 2011 as Bush-era tax cuts expire.
October 18, 2010
Diamonds: a Cut AboveAdd jewelry to works of fine art, grand estates, period furniture, collectible cars, rare vintage wines, and other possessions of deep emotional and financial value.
October 18, 2010
Earnings Season, Fed Watch, and CDS Hearing: Advisor Briefing for the Week of October 18, 2010Some of the biggest financial services companies report third-quarter earnings this week, while watchers continue to parse Ben Bernanke's speech of last week.
October 15, 2010
Form ADV Part 2: What Advisors Need to Know, Part 2The SEC's mandated changes to Form ADV, Part II is not a regulation that only compliance officers should fret about.
October 13, 2010
Editor's Blog: Bitter PillsBill Coffin looks at rising health costs and sees a bigger problem looming. Big medical bills are a serious concern, and so are big medical insurance bills. But what happens if there are no more doctors around to pay?
October 13, 2010
Einstein on salesLast week, I spoke to a group of financial professionals about the incredible opportunities presented by the income replacement market.
Commentary