Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Good News In Uncertain Times: Marketing Strategies Are Working!
By Maribeth KuzmeskiAdvisors and agents have tried for years to develop successful prospect-generating strategies. Some strategies have worked and others have produced disappointing results. Today, everything that relates to marketing is changing...
March 02, 2009
Good News In Uncertain Times: Marketing Strategies Are Working!Advisors and agents have tried for years to develop successful prospect-generating strategies. Some strategies have worked and others have produced disappointing results. Today, everything that relates to marketing is changing...
March 01, 2009
Due diligence? Get serious (Part I)"Due diligence." Now that's a quaint term! Since 1933--when Congress passed the Securities Act--financial firms have been conducting research on the companies whose equities they sell. They don't do this out of the
March 01, 2009
Closing Sales The Right WayAll of us have made purchases that continue to be treasured for many years. It's the cozy home that has hosted fond family memories...
March 01, 2009
Build trust with clientsIt is no secret that among many consumers, there has been a huge loss of confidence in the markets as well as in financial institutions and experts. With that in mind, I've been in touch with industry and sales experts of late, picking their
March 01, 2009
Gulliver's TravailsI remember it so clearly--a memorable illustration from one of my childhood books, Gulliver's Travels. There he was, huge Gulliver lying flat on the ground, bound in ropes, an unlikely prisoner in the land of the Lilliputians...
March 01, 2009
Moment of TruthIn trying times, when heroes are in such short supply, Americans have rallied around US Airways Captain Chesley "Sully" Sullenberger III, who safely landed a...
March 01, 2009
Second Thoughts on First ImpressionsThe name of Emmi Sorokin's image consulting firm is an inspired choice. It's a Man's World is tongue-in-cheek enough to avoid raising the ire of feminists,...