Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Eric Park
By Ellen UzelacCo-founder Steamboat Financial Group LPL Career Began: 1980 Home Base: Washington, Mo. Civic Affiliations: Washington Rotary Club, Franklin County Humane Society, East Central College When Eric Park was a child, he...
December 01, 2007
Making It to RetirementIn October, I had the privilege of interviewing award-winning journalist Gail MarksJarvis (www.GailMarksJarvis.com). Gail's Chicago Tribune columns reach millions of readers throughout the U.S. Prior...
December 01, 2007
Finding the Next GoogleWhen I was an undergraduate at Columbia in the mid-1970s, students at the university's top-notch School of Engineering had a reputation of being socially awkward...
December 01, 2007
Howard S. LorchManaging Director-Investments Wachovia Securities Career Began: 1969 Home Base: Houston, Texas Civic Affiliations: University of Houston, The 100 Club, M.D. Anderson Cancer Center, Boy Scouts of America When Howard Lorch...
December 01, 2007
Take Back the PieLast month, I reviewed one of the few books by financial advisors on investing. This was Investing on Autopilot by Robert S. Cable. This month,...
December 01, 2007
Making It SimpleResearch: What's happening to the way Americans are structuring their financial relationships?Cohen: People have an innate desire for simplicity in their financial service relationships. About...
November 11, 2007
Destructive ObsessionsRecently one of our neighbors shared with me an article written by her teenage daughter, Katie, for her high school newspaper. The article was titled ...
November 06, 2007
Tech Bits: BenefitPoint, Wealth Management SystemsTwo benefits administration firms have agreed to sell their services through the Web-based Aptus benefits sales system.BenefitPoint Inc., Boulder, Colo., a unit of Vertafore Inc., ...