Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Working for the affluent: Gravy train or ethical train wreck?
By Steven McCartyAs you weigh how to balance a wealthy clients requests with your own values, consider these pointers.
March 11, 2015
Working with the affluent retiree marketIf your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.
March 11, 2015
Working with the affluent retiree marketIf your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.
March 10, 2015
These Are the 12 Top U.S. Metro Areas for HNW ProspectsWhere can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
March 07, 2015
How to hire the perfect sales repIn the market for a sales rep? Heres a neat trick to make the search easier and land the perfect candidate.
March 06, 2015
These are the 12 top U.S. metro areas for high-net-worth prospectsWhere can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
February 26, 2015
The secret to successfully working from homeMyopic goal setting is one of the biggest challenges advisors face, says David L. Spinner.
February 20, 2015
The end of ‘I’m not interested’If you hear this phrase a lot, it could mean youre wasting your breath on the wrong type of prospect.