Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Formulas For Success: If Ever You Should Leave Me
By Mark TibergienThe financial services industry in general, and advisory firms in particular, are experiencing an acute talent shortage. The best people are very much in demand,...
August 01, 2010
College Savings: Do Your HomeworkDavid Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...
August 01, 2010
Planning Perfect EventsAuthor's Note: A perfect plan for a perfect event includes invitations, checklists, confirmation scripts, and much much more ... far more than I can include...
August 01, 2010
What Goes Around Comes AroundBob Burg started out broadcasting the news on radio and television. But it is the information he has imparted for 18 years now as a...
August 01, 2010
In Your Clients' EyesIn these challenging times, wirehouse firms aren't eager to retain smaller producers, many of whom are heading to more hospitable indie firms or just looking...
August 01, 2010
Dividend Achievers: Seeking Total Return with Dividend StocksYou'd be hard-pressed nowadays to find anyone with a muted view of dividend stocks after the past decade's performance.Consider the returns produced by the Mergent...
August 01, 2010
How the Euro-Zone Affects U.S. MarketsThe government debt crisis involving Greece, Spain, Portugal and other European countries has been pretty good for the United States. It provided a moral satisfaction,...
August 01, 2010
'Intellectual Trust'Robert S. Scherer Managing Director-Investments; The Scherer Group at Graystone Consulting; Morgan Stanley Smith Barney; Washington, D.C. Fun Fact: Scherer joined E.F. Hutton in 1983. His office...