Definition of Character: The Challenge Faced by Reps Trying to Do the Right Thing
By Bob Clark, Bob ClarkHere's an exchange I recently had with an independent registered rep, who's a friend of mine. I hope you'll find this as enlightening as I...
April 19, 2010
Are your clients listening to anything you're telling them?Advisors need to be cognizant of how they represent themselves and market themselves to the public and if they have "retirement DNA," the deep knowledge and commitment to retirement planning necessary to build faith with clients.
April 19, 2010
Time for a Transition (VIII): How to Grab a Niche MarketScott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies.
April 19, 2010
Six Things Not to Tell a Branch ManagerConversations between branch managers and prospective hires should not include any of the following gaffes.
April 19, 2010
Who Will Clean Up the Mess Created by Wall Street?I was watching a CNBC special recently about the Enron scandal. During the program the announcer said that Merrill Lynch was complicit in helping Enron...
April 18, 2010
Straws In The WindSometimes you can tell more about the future by examining related issues, so-called "straws in the wind," than by the direct extrapolation of an issue.
April 18, 2010
LISA Responds To ACLI On 'Dirty Little Secret' ColumnOn March 15, 2010, Bruce Ferguson, Senior Vice President of State Relations for the American Council of Life Insurers responded to a National Underwriter column entitled "Dirty Little Secrets."
April 18, 2010
Adieu, Part ICome the end of April, I will be retiring after 30 years with National Underwriter. (And yes, Virginia, it is a voluntary retirement, thank you.)
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