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.
If you don't ask, you don't get
By Joanne BlackNo More Cold Calling Get clear on your ideal client and ask for what you want. People will be happy to refer you. (Really!) Our clients know us, like us, respect our suggestions, and continue to invest with us. Of course they'll refer us,
August 31, 2009
What is it about your advisor that gives you the feeling that he or she lives by a "customer first" philosophy?The thing I like about my advisor is she doesn't push products.
August 01, 2009
Portrait of a Branch ManagerDavid A. Tufts' Park Avenue branch office in the soaring MetLife Building is right behind Grand Central Terminal, that bustling train station of perpetual coming...
July 17, 2009
Budget Season Is Upon UsMy client base continues to grow, the markets are trending higher lately, and I secured another financial planning engagement this week. All of these are...
July 02, 2009
Happy Independence DayWe hope that you, your loved ones and your business associates are having a great holiday.
July 01, 2009
BilocationWe are quickly becoming a single, global community thanks to the 24-hour international media, the spread of the Internet, the immediacy of shared environmental challenges,...
June 30, 2009
Becoming a disciplined advisorOne of the traits of a successful producer is discipline.