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.
Strategies for sales success
By staff Writer1. For the first few minutes of any sales interaction, don't talk about yourself, products or services. Remember, nobody cares how great you are until they realize how great you think they are. Resist the temptation to
April 13, 2008
New Jersey Lawmakers Approve Paid Leave BillNew Jersey appears to be on track to join California and Washington as one of 3 states with a law establishing a paid family leave ...
April 09, 2008
Garden State Lawmakers Approve Paid Leave BillMembers of the New Jersey Senate voted 21-15 Monday to send a paid family leave bill to Gov. Jon Corzine.The bill, Assembly bill 873, would ...
April 01, 2008
Polarized ImagesThe other day I happened to glance at a comic strip in the Washington Post called "Brewster Rockit: Space Guy!" by Tim Richard. Illustrated with...
March 16, 2008
What Else?Sorry, folks, there's just no help for it. Try as I might, everything I want to write about this week keeps getting blocked by New ...
February 26, 2008
Ross Succeeds WattersKen Ross now is commissioner of the Michigan Office of Financial and Insurance Services.Ross succeeds Linda Watters, who left the post in October 2007 to ...
February 05, 2008
Lockton Opens Arizona OfficeAn insurance brokerage firm is expanding in the Southwest.Lockton Companies L.L.C., Kansas City, Mo., has hired Todd Newton to set up a benefits office in ...
February 01, 2008
Clean Up That Mess!The physical space of your office should not only be professional and comfortable for clients, but it should also be clean and tidy. In particular,...