UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Call Me: 3 Keys for Successful Follow-up After the Workshop
By Brandon StuerkeYour job doesnt end when the event is over. Get on the phone and call the attendees.
August 27, 2012
The Twitter tragedyChanges to Twitter's API aren't making third-party providers happy, but they might make Twitter a profitable business.
August 23, 2012
The Crown of a Good NameOn the big screen, fictional insider-trading sleazeball Gordon Gekko exhorted: Greed is good.
August 22, 2012
What We're NOT CallingA New Jersey paper says an old state LTC ombudsman phone number now leads to a very different organization.
August 17, 2012
The Road Warrior Handicap … and the Home Field AdvantageThe trust our clients place in us takes years to earn or does it?
August 14, 2012
Rothstein Kass Adds JDJ Resources Team to Family Office GroupJDJs three partnersDoreen Biebusch, James Kittler and Steven Sarcionehave joined Rothstein Kass as directors, and all members of the JDJ team are now part of the firms family office group.
August 14, 2012
Want to Save on HNW Clients’ Home Insurance? Raise the DeductibleBig premium savings can far outweigh the added risk when your wealthy clients raise their deductibles.
August 10, 2012
Put Accident Insurance on Clients' Back-to-School ChecklistFamily accident insurance is a great product for any agent or broker to offer.