Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
Generating referrals
By staff WriterCall 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
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, ...
June 01, 2007
Bidding WarI have a client who faced an issue that will challenge more and more advisors: How to attract and retain high-quality professional talent, when you...
February 12, 2007
AIG American General Celebrates Lunar New Year With Asian-American CommunityFeb. 12, 2007 AIG American General, Houston, is celebrating the 2007 Lunar New Year with the Asian-American community and the insurance and financial services professionals and organizations who serve them. "From Asia-Pacific to North America,
February 01, 2007
CPA Shortage LoomsIf you're worried that the profession faces "a talent shortage crisis," as Mark Tibergien said at the Investment Advisor--Moss Adams Advisor Summit last year, just...