Your Peers Speak
By Staff WriterKeeping the faith" may appear easier than it really is. The statement implies maintaining stability, integrity, and of course, client reassurance. But in a market...
September 01, 2002
The Reps Speak: Next FinancialRoger Christlieb, a planner in Bothell, Washington, is new at NEXT Financial, broker/Dealer of the Year in Division II, having joined the company in May...
September 01, 2002
The Reps Speak: Signal SecuritiesPaul Thompson, a rep with Signal Securities, 2002 Broker/Dealer of the Year in Division I, is an officer of Town North Bank in Dallas and...
September 01, 2002
Experience CountsThroughout his career, fund manager Thomas Barry has worked through market times when every investor felt they were so deep under water they'd never again...
September 01, 2002
Best in the BusinessTimes have been tough. Ask anybody in the business and she'll tell you that portfolio returns are down and clients are nervous. While almost everyone...
September 01, 2002
Life Planning's Founder SpeaksI 'm a meat and potatoes kind of guy. I like facts, clear-cut answers. I like Monte Carlo simulations that project my portfolio's potential returns...
September 01, 2002
Avoiding the SpiralMany financial professionals are giving away their time, energy, and expertise for free in the form of unpaid sales presentations and elaborate financial plans with...
September 01, 2002
Native SonYes, he does have brightly painted totem poles as part of his office decor. But you may as well toss out all your other expectations...