The Contenders: Election 2004
By Melanie WaddellThe Presidential election is only weeks away now, and it's still anyone's guess as to whether George Bush will be reelected on Nov. 2 or...
October 01, 2004
Cut To FitThe number of affluent individuals in the United States and worldwide continues to expand, bringing a host of new clients seeking professional guidance from an...
October 01, 2004
Clean TeamWhen it comes to client services and financial planning, Mike Leonetti believes two heads are better than one. In fact, his firm goes so far...
October 01, 2004
Are Hedge Funds Worth It?In a rebounding stock market, hedge funds may not be the first to benefit, but in the long run they are certainly worthwhile, according to...
October 01, 2004
A Voice in the WildernessAt a broker/dealer-sponsored conference where I recently spoke, a long-time financial advisor approached me for a private talk. "I have two things to say to...
October 01, 2004
Luring the WealthyWould you be more passionate about prospecting if you could clone your best clients? Prospecting is key to the success of your business, after all....
October 01, 2004
2004 Year-End Tax TipsTax planning is a struggle for every individual and business owner. There are constant changes to tax rules, and tax professionals are always in need...
October 01, 2004
The Rollover Boom ArrivesThe time for rollovers has come, and will continue for the next 20 years or more. Talk to most advisors, and they'll tell you quite...