Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Fall: Time for Harvesting the Fruits of Relationships
By Meg AldrichFall brings to mind images of falling leaves, crisp apple cider, carved pumpkins, and the harvesting of crops planted. It's also a time when brokers are returning from their summer vacations and ready to get a
October 15, 2007
Generating referralsCall professionals you would like to have a referral arrangement with and ask to set up a short appointment. When you receive a referral from a client, ask the client to introduce you to the person. The story a client tells about an a
September 29, 2007
Skeleton in My Closet: Does What You Wear Matter?For the past six years, my mentor has been quite forthright with me about the way I dress in professional settings. The problem he had...
July 01, 2007
Finding the Best Healthcare OptionsThe news about the cost of healthcare is scary for most Americans, but healthy young students probably think it's one of their lowest priorities. Nearly...
July 01, 2007
Investing in Your Own FutureLast month, I sat on a panel about attracting and retaining professional talent at the FPA Northern California Conference in San Francisco. As if often...
June 29, 2007
Good Points, But Not THE PointAfter reading the comments on my first two posts about "who owns advisory clients," I have to say that you all make good points, but...
June 12, 2007
Partnership Warning: Do You Know What You're Getting Into?A few (what seems to be) ages ago, I started my consulting business by giving career advice to young professionals and career changers entering the...
June 05, 2007
Delaware Implements Young Adult Coverage LawAnother state has joined the effort to improve major medical insurance benefits for young adults.Delaware has started enforcing a mandatory increase in dependent age limits, ...