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.
The Prospect of Discovery
By Patricia J. AbramIn my last column, I described the pivotal importance of finding out what matters most to your clients financially, in every major area of their...
May 01, 2007
Incorporating the Value-AddPlenty of financial advisors nationwide are finding their client relationships extending beyond traditional investment management and planning into all aspects of their clients' lives. In...
April 22, 2007
Leveraging The Benefits Of Event Marketing"The hardest part of this business is meeting people in a favorable manner," says Glenn Fasani. "One way to do that is by organizing small gatherings of affinity groups that help you to connect on a personal level with prospects."
April 22, 2007
ERM Now More Than "Buzz" For ReinsurersEnterprise risk management, a "buzz word" throughout much of the 1990s, is something that will now truly have a significant impact on reinsurers over the ...
April 21, 2007
Leveraging The Benefits Of Event Marketing"The hardest part of this business is meeting people in a favorable manner," says Glenn Fasani. "One way to do that is by organizing small gatherings of affinity groups that help you to connect on a personal level with prospects."
April 01, 2007
Help make your client's gifts countIt stands to reason, as an investment professional, that you are mindful of maximizing all of your clients' investments, even their charitable ones, right? I recently attended an event to learn more about these investment options and spoke about
April 01, 2007
An Underutilized Charitable OptionA provision in the Pension Protection Act (PPA) of 2006, which allows individuals over the age of 701?,,2 to make a one-time donation of up...
April 01, 2007
Walkin' the WalkYou gotta respect a man who puts his money where is mouth is. Mark Hurley has received considerable publicity over the past ten years for...