Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Water: Refreshing Opportunities
By Ed McCarthy, CFP, RICPSAM Sustainable Asset Management Zurich, Switzerland www.sam-group.com The global water market continues to experience above-average growth rates, with the overall size of the global water market estimated at...
October 01, 2010
Energy: Heating UpRonald J. Barone UBS 212-713-3848 [email protected] Southwest Gas Corporation (SWX) realized recurring 2Q10 EPS of $0.06 (excluding $3.6 million in corporate owned life insurance policy charges), surpassing our $0.02...
October 01, 2010
The Myth of GrowthOver the past two years, Nobel Prize-winning economist and New York Times columnist Paul Krugman has been one of the most vocal and noticeable advocates...
October 01, 2010
The Reinvented AdvisorJohn Ludwig Owner, LHDretirement; Indianapolis FUN FACT: As a sophomore at Iowa State University, where he majored in agriculture business finance, Ludwig moonlighted as a registered rep...
October 01, 2010
Fireproof Your PracticeEvery advisor I know has at least one good story about firing a client. We all know the client in these stories... He has millions...
October 01, 2010
How's Your Bedside Manner?While working with our healthcare clients to reduce the incident-rate of malpractice suits, we discovered that there is little correlation between the competency of doctors...
October 01, 2010
Just Technicalities?The late Nobel Prize-winning economist Paul Samuelson, key figure in his profession and author of its biggest-selling textbook, wrote scornfully about "gypsy tea-leaf readers, Wall...
September 28, 2010
Suicide Rate for Baby Boomers Increases, Reversing TrendThe suicide rate among boomers is increasing, despite decades-long downward trend.