Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Don't Panic!
By Jane Wollman RusoffAuthor Ori Brafman's book can help advisors help their clients avoid the perils of group dynamics. Seems cuckoo; but it makes perfect sense, actually, that the...
January 01, 2009
Survival Strategy 2009When the tide turns against you, as the tide has turned against everyone in this industry, you have three choices: Get swept out to sea,...
January 01, 2009
Mastering Advisor TechnologyNow is the time for all good financial advisors to come to the aid of their practices. One of the smartest, easiest ways? Go high...
January 01, 2009
Close the Damn Door!Now that 2008 is in our rearview mirror, I can't help but be reminded of my worst blind date, when the lady fondly told me,...
January 01, 2009
Putting on the RitzFor years, Ted Charles was the face -- and outward personality -- of Investors Capital Holdings. No longer. In August, longtime heir apparent Tim Murphy, 44,...
January 01, 2009
The Soaring NinetiesThe 1990s began with the stock market edging to new highs. The Dow Jones Industrial Average, having made its first close above 2,800 on January...
January 01, 2009
Happy New Year!It's always a good idea to think about business strategy at the beginning of a new year. But given everything we've been through in 2008,...
December 12, 2008
B OF A-MERRILL TO CUT 30,000-PLUS JOBS (Dec. 12, 2008)Bank of America says it plans to eliminate about 30,000 to 35,-000 positions over the next three years, reflecting its pending merger with Merrill Lynch and the weak economic environment, which is aff