Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Proof of Recovery
By Bill MillerAs I am sure you will all recall from last month's column, I boldly proclaimed an official end to the downward spiraling economy. The worst...
November 17, 2010
NAA Summit Furthers Latino Inclusion in Financial ServicesThe NAA was founded by influential Latinos like Henry Cisneros, former HUD secretary, and Roel Campos, former SEC Commissioner.
November 16, 2010
Country Financial: Financial Literacy Top Concern for Parents Post RecessionThe deep downturn in the American economy may have an unexpected upside for future generations.
November 12, 2010
Consumer Sentiment Rose in November Ahead of Holiday SalesBefore holiday shopping begins in earnest, U.S. consumer sentiment has climbed to a five-month high, according to a Thomson Reuters/University of Michigan survey released Friday.
November 10, 2010
Diversity Case Study: Edward JonesEdward Jones' strategy to recruit and train more minority advisors is a long-term goal, and the firm is now focusing on recruiting in hot markets like Atlanta, Miami, New York, and Phoenix.
November 10, 2010
Why Gen X, Gen Y Don't Use Financial Advisors, and How to Get Them ToGen X/Y investors "have accumulated a fairly significant amount of wealth," yet they "don't have a strong affinity for or with financial advisors."
November 07, 2010
A Link Into the Prosperous Gay Community: Dot429The total buying power of the U.S. lesbian, gay, bisexual and transgender adult population in 2010 is projected to be $743 billion: Advisors can learn about that population through a LinkedIn-like site called dot429.
November 05, 2010
Consumer Credit Rose 1% in September, Fell 1.5% in Q3, Fed SaysAmerican consumers borrowed money to buy cars in September, but they continued to tighten their belts and cut up their credit cards in the third quarter, the Fed reported Friday.