MetLife Courts Advisors With Sales Ideas
By Staff WriterNU Online News Service, Feb. 2, 2004, 1:25 p.m. EST -- MetLife Investors is using sales ideas to get the attention of financial advisors.[@@]The ...
February 01, 2004
Table 4: Partner ProfitabilityAverage Fee-Only Financial Advisor Your Practice Clients/Partner 206 Assets/Partner $103 million Revenues/Partner $765,000 Pretax Profits/Partner $287,000 Source: Tiburon Strategic Advisors Fee-Only Financial Advisors...
February 01, 2004
Table 3: Client ProfitabilityAverage Fee-OnlyFinancial Advisor Fee-Only Advisors with$500 million+ in assets Your Practice Assets/Client $500,000$981,000 Revenues/Client $3,697$6,667 Pretax Profits/Client $1,567$2,143 Source: Tiburon Strategic Advisors Fee-Only...
February 01, 2004
Mark AllenMark Allen American Express Financial Advisors Grand Island, Nebraska 308-384-7974 [email protected] Age: 26 Education: B.S., business administration, Doane College (Nebraska); M.S., financial planning, Texas Tech University, 2002 Joined firm: October 2002 Number of...
February 01, 2004
And the Winners Are...Despite reports that the bull had reared his head again, a possible war in Iraq, corporate scandals, and a lackluster economy kept investors at bay...
February 01, 2004
2003's Top Performing FundsThe mutual funds (all at least three years old) that posted the highest returns within the 12 S&P categories in 2003. Category Fund Return in '03...
February 01, 2004
Mark Gajowski1717 Capital Management 555 Washington Ave. Brentwood, New York 11717 631-231-4001, ext. 1256 [email protected] Age: 28 Education: B.S., finance, Dowling College (New York), 1997 Entered financial services industry: 1992 (part-time), 1997 (full-time) Number...
February 01, 2004
Table 1: Firm ProfileAverage Fee-Only Financial Advisor Your Practice Partners1.2 Employees4.1 Clients248 Assets Under Management($millions)$124 Revenues$918,000 Pretax Profits (Pretax Profits/Revenues)$345,000 Source: Tiburon Strategic Advisors Fee-Only Financial...