Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Advisor as Coach
By Raphael LapinAnyone who has ever been in a role of advisor, mentor, consultant or counselor understands the pressures of feeling they need to know all the answers.…
January 31, 2011
Social Security Tax Break Should Go to 401(k)s: The HartfordThe Hartford Financial Services Group is encouraging Americans to redirect the recently implemented two-percentage point reduction in Social Security payroll taxes to their employer’s 401(k) or other defined contribution retirement plan.
January 27, 2011
American Muslims Offer a Great Opportunity for AdvisorsMost Muslims will likely want to invest in Sharia-compliant investment vehicles, but Sharia finance is not particularly complex.
January 14, 2011
Wall Street's Top 10 Richest Executives Worth Average $210 Million EachAccording to a study released Thursday by Wealth-X, which collects and analyzes information on high-net-worth individuals, the top 10 executives on Wall Street average $210 million each in net worth, and are worth a combined $2.1 billion.
January 10, 2011
Gaining Clients: What I Do at a First Client MeetingOn his Road to Independence, advisor Mike Patton blogs on the steps he takes with prospective clients in a first meeting.
January 07, 2011
Top 10 Pet-Friendly Luxury Resorts, SpasFido Friendly magazine visited a number of luxury hotels and spas that not only accept, but cater to guests’ animal companions, and the result was the Top 10 Luxe Hotels list with a dog-friendly environment.
January 06, 2011
TD Ameritrade Survey Shows Americans Have Had a Few Regrets…About FinanceIf they could do it over again, the majority of Americans say they would have done a better job of managing their money before the recession hit, according to a TD Ameritrade survey.
January 05, 2011
Northern Trust Initiates LGBT and Non-Traditional Family PracticeNorthern Trust has formalized a Lesbian, Gay, Bisexual, Transgender (LGBT) and Non-Traditional Family Practice, the firm announced Tuesday.