Not So Bad
By Melanie WaddellRecommending qualified plans to business-owning clients is, in most independent advisors' minds, one of their least favorite tasks. Advisors tend to steer clear of qualified...
February 01, 2003
James ManjaneNorthern Trust Company Financial Consulting Group 50 South LaSalle Street Chicago, Illinois 60675 312-444-4745 [email protected] www.ntrs.com Age: 25 Education: B.A. in family financial planning from Texas Tech, May 2000 Joined the...
February 01, 2003
Bank on It?If you're like most independent advisors, you've probably gotten a call from a bank eager to buy your practice. Such inquiries are not surprising, since...
February 01, 2003
Raising the BarTom Batterman has an aging client in a nursing home who is spending an "irresponsible" amount of money on contests. "We've broached the subject with...
February 01, 2003
How to Succeed in BusinessWhat's the biggest challenge facing financial advisors today? The stock market? The economy? The threat of war in the Middle East? Managing client portfolios in...
February 01, 2003
Optimum Performance?Financial planners and investment advisors these days usually pooh-pooh the idea of using an optimizer to construct a portfolio or even to see how a...
February 01, 2003
The Right Mind-setDid you ever wish you had the power to truly understand the minds of your clients? To see the world through their eyes and know...
February 01, 2003
Winter of Our Discontent?Could anything worsen the gloom of depressed portfolios and depleted revenues amid a world beset by random violence, terrorism, and war? Well, it could be February. Amid...