Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Should the SEC be Self-Funded?
By Kate McBrideOf the many regulatory questions being discussed in Washington, how to fund the SEC seems lower on the priority list than others. But should it? Other agencies organizations are self-funded, including the FDIC, the Federal Reserve and FINRA.
August 01, 2009
The Obama BubbleThe Obama Bubble The late 1990s were marked by a stock market bubble, when "irrational exuberance" boosted the value of technology shares in stock portfolios and...
August 01, 2009
How Smart Bosses Are Making LemonadeSome companies are searching hard for alternatives to downsizing. A May 2009 article in Ode magazine ("How to cut costs and keep your employees") recognizes...
August 01, 2009
Mastering Cold CallingIn recent columns, I've discussed how to cold call and I've analyzed calling scripts sent to me by readers. You can pick up your copy...
August 01, 2009
When Florida SizzledDuring the winter of 1925, visitors to the new Florida town of Coral Gables were treated to a curious spectacle. There was former Secretary of...
August 01, 2009
Tweaking Your Money PersonalityThe financial cataclysm has shaken entrenched attitudes toward money, too. Many spenders are spending less and even learning the virtues of saving. Some hoarders who...
August 01, 2009
Waiting for Wall StreetAs Congress considers a national health-care overhaul partly financed through a millionaire's tax, combined rates on New York's wealthiest citizens could reach an astonishing 57...
July 28, 2009
Consumer Confidence Falls AgainAfter falling in June to 49.3, the widely followed Conference Board Consumer Confidence Index dropped again in July to 46.6.