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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.
The laundry list
By Staff WriterA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
May 01, 2008
Stay-at-home advisorThe thing about the American dream is that it is unique to each person. For some, it means rising to the top of a large, well-known corporation. For others, it means creating their own large corporation and having their name atop a tall building
May 01, 2008
My Favorite BirdIf I were given the opportunity to be any kind of bird in the world, I would definitely want to be an ostrich. Why? Because...
April 30, 2008
Trust in media fadesA survey from Harris Interactive shows Americans tend to go to their local television news and newspapers for their political news, but that doesn't mean they trust the source. The survey found, in general, 54 percent of Americans say they tend not
April 30, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
April 30, 2008
Home office 101Bo Johnson is the chief marketing officer at Financial Independence Group in Cornelius, N.C. In that capacity, he has helped countless advisors improve their marketing and sales efforts. What about advisors with home offices? Johnson says although
April 30, 2008
Stay-at-home advisorThe thing about the American dream is that it is unique to each person. For some, it means rising to the top of a large, well-known corporation. For others, it means creating their own large corporation and having their name atop a tall building
April 22, 2008
Cash Balance Firm ExpandsLouis Kravitz & Associates Inc. has opened 6 satellite offices.Kravitz, Encino, Calif., has set up the offices in Ann Arbor, Mich.; Atlanta; Charleston, S.C.; Las ...