Of Client Meetings and Trade PMR
By Mike PattonLast week I discussed my approach in meeting with a prospective client. This week I would like to refine that a bit and update you...
February 09, 2009
At TD Ameritrade Conference, a Feisty and Surprisingly Upbeat CrowdNo one can say that advisors who custody their clients' assets with TD Ameritrade Institutional don't feel comfortable expressing their feelings--pro and con
February 09, 2009
How I Interact With ProspectsWhat a busy week. I had a few meetings with prospective clients, opened a few accounts with my new custodian, and learned more about technology...
February 01, 2009
A Model for SuccessThree principals of CEG Worldwide, John J. Bowen Jr., Patricia J. Abram and Jonathan Powell, present the key strategies top advisors rely on to succeed...
February 01, 2009
The Right StaffThough Rex C. Whiteside has forsaken a fancy sushi palace for a less pricey Japanese spot when buying his staff lunch, and has cut a...
February 01, 2009
Moving and ShakingWhen Bob Dineen joined Lincoln Financial Network six years ago, the organization was losing huge money -- up to $70 million a year. Not only...
February 01, 2009
David Macchia Interview: Tom JamesDavid Macchia: The events that have played out in the economy in recent months have been remarkable. I know you've witnessed a great deal in...