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.
Help Your Community Foundation Help You
By Paul J. FarrellA philanthropic consultantsomeone who can help you start discussing charitable giving with your clientsis waiting to help you.As you meet the needs of your client, ...
September 08, 2004
Teaming With Other AdvisorsProducers often need to win over the small business owners accountant and attorneyBy Warren S. HerschAs often as not, the small business insurance and financial ...
August 11, 2004
When Advisors Get JiltedIs it more valuable for financial advisors to know whether their clients are happy or unhappy with their services?While a case could be made for ...
August 01, 2004
FROM THE TACTICAL TO PRACTICAL- The True Meaning of ValueHave you seen those TV ads for Morgan Stanley? You know, the one where a man we assume to be the bride's father is giving...
August 01, 2004
Emotional RescueA client calls, demanding to see you immediately. She's just discovered that her husband has been having an affair with a friend of theirs. She...
July 15, 2004
After California Court Decision, Industry Pushes For Uniform StandardsAfter California Court Decision,Industry Pushes For Uniform StandardsWashingtonThe financial services industry is taking a two-pronged approach toward a California federal court decision that calls into ...
July 15, 2004
Schmoozing Your Way To The Next ClientWe all know how to network, right? Actually, the question isnt rhetorical. If youre not turning many of your networking contacts into rock-solid customers, now ...
July 01, 2004
Enough is Enough?For most people, $20 million is a lot of money--an amount to be dreamed of, a lottery jackpot and then some. Yet there are people...