Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Happy New Year!
By Marie SwiftIt'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,...
January 01, 2009
Don't Panic!Author 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
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...
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
December 08, 2008
Bleak Employment Picture for Financial ServicesThe headlines for December 5th's Labor Department Payroll Survey trumpeted a decline of 533,000 jobs in November 2008
December 05, 2008
SHAREHOLDERS APPROVE MERRILL-BOFA MERGER (DEC. 5, 2008)"When this transaction closes, Bank of America will have the premier financial-services franchise ...," Bank of America Chairman and CEO Kenneth D. Lewis says. "With Merrill Lynch, we also will signifi
December 01, 2008
Margaret Chow StarnerCareer Began: 1981 Home Base: Coral Gables, Fla. Civic Affiliations: John T. McDonald Foundation and Teach for America. --- In the 1970s, Margaret Chow Starner did something almost unthinkable...
December 01, 2008
Merrill Moves to Retain FAsMerrill Lynch is poised to merge with Bank of America in a $50 billion stock transaction and has rolled out a retaining-bonus plan in the...