Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
UCLA's Anderson School of Management Gives Up on Public Funding
By Michael S. FischerThe Anderson School of Management at the University of California at Los Angeles is preparing to forgo public funding in the face of California's budget crisis.
September 02, 2010
NAR Pending Home Sales Rise 5.2%; MBA Mortgage Applications UpPending home sales rose in July as mortgage rates hit new lows and mortgage applications increased, showing that the U.S. housing market is a bargain now for those who can take advantage of it.
September 01, 2010
People and Pay: Use the Lebron Rule of RetentionWhen LeBron James announced his game-changing move to the Miami Heat from his once beloved Cleveland Cavaliers, owners, players, fans and even casual observers took...
September 01, 2010
Formulas For Success: Soul Mates, or Marriage of Convenience?Do you ever speculate as to what attracted a seemingly incompatible couple to each other and what compels them to stay together? It's a tasteless...
September 01, 2010
Culture Shock: How to Manage a Successful MergerCulture clash has been blamed for many uncomfortable mergers, including the Normans' takeover of Saxon England in 1066 and Bank of America's 2009 acquisition of...
September 01, 2010
ISM Manufacturing Up, but ADP Private-Sector Jobs DownThe overall effect of all the economic data rolling in on Wednesday, September 1, was flat as the ISM manufacturing report showed strength but the ADP jobs report showed weakness.
September 01, 2010
Insurance Update: Is It Really a CLASS Act?Long-term care (LTC) insurance can be a tough sell to a limited market. Policies are often viewed as expensive thanks to well-publicized "average" costs, particularly...
September 01, 2010
Talk to Me: A Guide to Advising Women and CouplesSusan Hirshman GOT the motivation to write her new book--Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success...