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.
No Meal, No Deal
By Bill GoodNow that cold calling has joined stockbrokers in heaven (or more likely the lower regions), seminars, "cold walking" and direct mail have become the only...
June 01, 2006
Wachovia Completes New York Market TeamThere's a new face at Wachovia Securities' Park Avenue branch in New York. The office at 250 Park (between East 46th and 47th streets) is...
June 01, 2006
The InterpreterMyra Salzer is a modest person. While she has been an advisor since 1983 (her first career was as a chemical engineer), she hints that...
June 01, 2006
Summertime and the Living is EasyDon Alderman, a Wachovia Securities director of investments, will be hanging ten on a three-week surfing safari in Canada this August. He'd also probably like...
May 31, 2006
Thicker than waterDid you hear the one about selling long term care insurance? The punch line goes something like, "Better invite the whole family. No, really - everyone but the pets." We know what you might be thinking: The more people brought into the initial sales
May 31, 2006
Seven steps to newsletter successSeveral years ago James Finneran, president of Finneran Senior Resource Group in Gig Harbor, Wash., began sending an e-newsletter to his computer-savvy clients. Today, he uses it to communicate regularly with more than 300 subscribers. In addition
March 14, 2006
Scottish Re Opens Singapore BranchA Caribbean life reinsurer is reaching out to Asia.Scottish Re Group Ltd., Hamilton, Bermuda, says it has received permission from regulators in Singapore to open ...
March 01, 2006
Planning for families with special needsMary Anne Ehlert launched her company, Protected Tomorrows, to fill a growing niche in the financial services industry - families with special needs. And she has first-hand experience - her sister suffered from cerebral palsy. Based on her own