Commentary

January 01, 2009

A high-priced receiver with a five year, $50 million contract drops a short pass. How many times have you said, "Well, I can do that."?...

January 01, 2009

As if the legal eagles in the compliance department hadn't already complicated life enough, some firms are considering requiring advisors to furnish clients with disclosure statements confirming that they discussed products and strategies for

January 01, 2009

"It is very important to consider the differences in generational thinking and stage-of-life needs. This includes the ways we communicate with our client's children and grand-children. For example, members of Generation X and Y

January 01, 2009

Objection: The client is uncomfortable sharing details of their finances with family members. If this is an issue with a client, you need to have frank conversation to tell him he is doing his family members a great disservice by leaving them in the

January 01, 2009

"It is very important to consider the differences in generational thinking and stage-of-life needs. This includes the ways we communicate with our client's children and grand-children. For example, members of Generation X and Y

January 01, 2009

o Professionally network with those who can help build your business o Align yourself with a community group in which you share a passion o Utilize e-marketing and search engine optimization techniques. o Be ready to

January 01, 2009

Not even a traditionally non-correlated asset such as the real estate investment trust could escape the recent market bloodshed. The REIT market overall was down...