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.
Personal practice makes perfect
By Kelly ShawThe next element in closing the sale is the element of powerful presentation and a three-option close. Remember this: some of the best-paid performers in the world are top-notch salespeople. These top people have one thing in common, when they give
January 20, 2008
Rep. Baker Leaving Congress To Head Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 20, 2008
Rep. Baker Leaving Congress To Head Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 18, 2008
Kid ConnectionLenox Advisors, a firm based in New York, knows the importance of keeping in contact with clients' children. The firm launched the Lenox Money-Smart Kids Program--designed to help parents raise financially literate children--after high-net-worth clients requested more information on how best to discuss money and financial issues with their children.
January 16, 2008
GOP Veteran Leaves Hill To Lead Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 14, 2008
Flattery will get you nowhere ... Or will it?A car salesman in Detroit named Joe Girard sends out a photocopied, "I like you," every three months to his prospects. His production is head and shoulders above the combined efforts of other top producers in his company. Girard is a
January 01, 2008
Big Brokers and PlanningNow that fee-based brokerage accounts are forbidden, some major brokerage firms are finding that the shift to investment advisory accounts, financial planning, and the Certified...
December 12, 2007
Making Charitable Initiatives a Win-Win for Your Community and Your BusinessFinancial representatives (F.R.) have a range of reactions to the idea of integrating philanthropy and volunteerism into their businesses. To some, it feels like two ...