Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Women, Money and Power
By Robert Scott MartinResearch: Do successful women still fear becoming bag ladies? Zesbaugh: I go right back to the survey on this one. Our data specifically indicated that 50...
October 01, 2006
It's all about the messageBut too often, companies focus on the look of a piece, neglecting that all-important message. I am amazed at the effort companies put into the aesthetics of a brochure or Web site and then completely overlook the message. I talked to Janalee Card
October 01, 2006
The Sweet SpotIf you've ever played baseball, tennis or another racquet sport, you've no doubt felt the "sweet spot" -- that part of the bat or racquet...
September 30, 2006
It's all about the messageBut too often, companies focus on the look of a piece, neglecting that all-important message. I am amazed at the effort companies put into the aesthetics of a brochure or Web site and then completely overlook the message. I talked to Janalee Card
September 30, 2006
Rules of engagement for referralsQ. I know that developing referrals and centers of influence are among the best ways to generate quality leads. Do you have some suggestions for effective ways to accomplish that? A. Generating quality leads is a crucial part of the LTCI sales
August 22, 2006
Women Wealthier But Scared: AllianzIn spite of recent economic gains, women feel financially anxious and not ready to handle their wealth, according to the new study by Allianz Life ...
August 21, 2006
Mich. Blues Offer Teeth Cleaning To Moms-To-BeBlue Cross Blue Shield of Michigan is presenting free coupons for dental cleaning to expectant mothers under a new program linking healthy babies to maternal ...
August 01, 2006
Out of Touch?How well do you know your affluent clients? If you've been in business a long time, you probably believe that you have a pretty good...