Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Centers of Influence
By Patricia J. AbramThese are challenging times. The markets seem to be rebounding, but clients are still nervous and cautious -- with good reason. They've been severely rattled,...
January 01, 2010
Government PromisesOf equal importance to the government's fiscal mismanagement is its regulatory failure. The economic crisis we are experiencing is no fluke, but the predictable result...
January 01, 2010
Succeeding at Art SuccessionNot long ago, insurance agent Pamela Averick asked an art collector she knows whether he'd made any long-term provisions for his collection of 100 contemporary...
January 01, 2010
The Greater GoodRICHARD BOTKIN: SENIOR VICE PRESIDENT-FINANCIAL ADVISOR; MORGAN STANLEY SMITH BARNEY; ROSEVILLE, CALIF. AUM: APPROXIMATELY $100 MILLION. ABOUT HIS INQUIRING MIND: "In talking to clients, if...
January 01, 2010
The Art of Communicating with ClientsWhy butt heads with irksome clients, when instead you can negotiate conflict: much less stressful and far more effective. In his handy book, Working with Difficult...
December 24, 2009
Senate Passes Healthcare Reform 60-39The Senate passed historic healthcare legislation--the Patient Protection and Affordable Care Act--by a 60-39 vote on Christmas Eve, the first Senate vote on the "day before Christmas in more than a century."
December 17, 2009
New Bank of America CEOBank of America has appointed Brian Moynihan, 50, to fill the CEO and president slots that Ken Lewis will leave on December 31.
December 16, 2009
Fed's Rates Same; Training Wheels Come Off in 2010The Federal Reserve will leave its target Fed funds range at 0.0% to 0.25%. The Fed will also said it will begin to phase out some of the programs that helped add liquidity to the credit markets during the financial crisis.