Selling to your top sales prospects is easy
By Joanne BlackIt amazes me when I read article after article about how to get sales prospects to return your calls -- whether it's for a personal meeting, introductory phone call, or to attend a seminar.
May 14, 2009
SEC votes to consider surprise examination rulesIn a unanimous agreement Thursday, the Securities and Exchange Commission voted to consider proposals that investment advisors who manage or have access to client assets...
May 14, 2009
Tell us how you really feel"As a group, we have been self-centered, self-absorbed, self-indulgent and all too often just plain selfish." Ouch. So says Indiana Governor Mitch Daniels at a recent...
May 14, 2009
It's all about timingTook NAVA all of about three seconds to get a press release out about the need for insured retirement solutions (pretty way of saying annuities)...
May 13, 2009
Editor's Choice for May 13Of all the reregulation that the SEC tackles in the aftermath of the current crisis, none may be more important than a strong fiducuiary standard for all financial advice givers.
May 13, 2009
Social Security's underfunding - what does it mean for boomers?Social Security trust fund reserves are supposed to be dry by 2037, according to a report released Tuesday by The Social Security Board of Trustees....
May 13, 2009
Five Questions for the Top Independent RIA CustodianBarnaby Grist, Senior Managing Director, Strategic Business Development, Schwab Advisor Services, Charles Schwab, shares his views on trends in the industry.
May 12, 2009
How your clients are wrecking their retirementYou may know better, but do your clients?
Commentary