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.
Let's shake on it
By John BoeIs your handshake style helping you create rapport or sabotaging your sales and costing you thousands of dollars per year?
April 14, 2011
Royal Neighbors helps Arizona foundationRoyal Neighbors of America, a life insurance organization, has donated $2,500 to Save the Family Foundation in Mesa, Ariz. Pictured are, from left to right: Michelle Hilliker and Jeff Hugus, Royal Neighbors representatives; Jacki Taylor, CEO, and Erin McIntyre, director of development, from Save the Family; and Mario Ben-David, Royal...
April 11, 2011
Forming a Client Advisory Board, and Making a U-Turn on My CMSAdvisor Mike Patton gets ready to launch his client advisory board, and decides to eschew Redtail and return to ACT as his CRM platform.
April 10, 2011
Advisor Online Resources for Caregivers to the AgedSites advisors can use to provide comfort, support and resources for caregivers to the elderly.
April 06, 2011
The Right, and Wrong, Ways to Handle Change at Your Advisory FirmWhile growth and change may be good, but not everyone at your firm can handle it.
April 05, 2011
Warren Buffett, Sokol and Lubrizol: The EthicsExecutives in an Argyle Executive Forum poll say "Sokol’s personal purchases of Lubrizol stock in the months prior to Berkshire Hathaway’s acquisition of the company were unethical."
April 01, 2011
And the Pass Is IncompleteIt’s wonderful to see so many billionaires pledging to share their wealth with charity.
March 29, 2011
Portugal Gets Mixed News: Ratings Cut, Threat; Victory in Court AppealPortugal got bad news on Monday and good news on Tuesday, although the former may outweigh the latter. Standard & Poor’s said that it might downgrade the country’s rating again, after last week’s slice of two notches from the grade—this after it cut long- and short-term counterparty credit ratings for...