Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Hot Prospects
By Bill GoodAuthor's Note: August 12 is a big day for me. Scribner will publish my new book, Hot Prospects: The Proven Prospecting System to Ramp Up...
August 01, 2008
Revisiting FinancialsThe noise surrounding the financial sector has calmed down a bit. That however, does not indicate that the worst is over. Advisors and investors alike...
August 01, 2008
AIG Taps Jeff Auld to Head Two FirmsAIG Advisor Group says Jeffrey M. Auld is now president and CEO of AIG Financial Advisors and American General Securities. Auld succeeds James R. Cannon,...
August 01, 2008
Japan: Closed for RemodelingJapan is amazing. Its economy stagnated for nearly two decades even as the rest of the world experienced dynamic economic growth, a technology revolution and...
August 01, 2008
The Donut-EatersBack in the early 1800s, when I started my financial career as an advisor, we prospected for clients the old-fashioned way -- by knocking on...
August 01, 2008
BGI, Upromise Team Up on 529sBarclays Global Investors and Upromise Investments have introduced the iShares 529 Plan. It'll be the first 529 plan designed with portfolios that invest exclusively in iShares...
August 01, 2008
So Many Choices!It's easy to become giddy with the growing number of exchange-traded funds (ETFs) and all the investment opportunities that they offer. Nevertheless, a new obstacle has...
August 01, 2008
Deutsche Bank Launches Value-Focused ETNsDeutsche Bank has announced it will issue ELEMENTS exchange-traded notes (ETNs) linked to Benjamin Graham Intelligent Value Indices. Benjamin Graham ELEMENTS ETNs are senior unsecured obligations...