Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
3 proven ways to get referrals without asking
By Bill CatesHere are seven proven ways to promote referrals to your clients.
February 16, 2011
7 proven ways to get referrals without askingI'm a big believer in asking your clients for referrals. But you can't ask every client for referrals every time you meet with them.
February 16, 2011
7 proven ways to get referrals without askingI'm a big believer in asking your clients for referrals. But you can't ask every client for referrals every time you meet with them.
February 15, 2011
6 Steps to Creating a 'Stop Doing' List to Increase Firm CapacityBefore adding headcount, take a look at your firm’s current processes and activities to see if you can increase capacity through greater efficiency.
February 14, 2011
To Pull in African-American Clients, Pinpoint Local Black ChurchesLee Hyder, Akron, Ohio-based financial advisor and founder of Lee Hyder & Associates, is the first to agree that most financial advisors have not…
February 10, 2011
Top 10 Nonprofit Investment PrioritiesAsset allocation changes focused on downside risk protection tops poll.
February 09, 2011
Wilmington Trust Boosts Foundation and Endowment StrategyHires F. Mackey Hughes in newly created role as MD of Endowments and Foundations.
February 07, 2011
Wall Street's Golden GooseThe final report of the Financial Crisis Inquiry Commission (FCIC) on the causes of the economic catastrophe that struck in 2008 was released Jan. 26.