Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Retirement Toolkit
By Robert Scott MartinResearch: How do advisors need to change their business model as their client mix moves from a predominantly accumulation-oriented population toward distribution?Lofties: The wealth management...
July 01, 2007
Wachovia to Buy A.G. EdwardsAfter helping to build Wachovia Securities through the consolidation of more than 20 broker-dealers, President and CEO Daniel Ludeman says, "The 'barbelling' is occurring very...
July 01, 2007
The Partnership PredicamentWhy do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...
July 01, 2007
Client DepreciationWhile attending a recent broker-dealer conference, I had the opportunity to talk with a group of financial advisors in a relaxed, pub-like atmosphere. Just like...
July 01, 2007
Investor BewareIf you still have doubts whether or not there is a massive bubble in emerging financial markets, just look at the eurobond market. The JPMorgan...
July 01, 2007
The 22 Dimensions of an InvestorMy request to you for your best profiling questions was a homerun both for me and hopefully for you. I learned a tremendous amount about...
July 01, 2007
Giving & ReceivingThere is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...
July 01, 2007
Serving Corporate 401k AccountsResearch: Why have individual advisors (and the industry as a whole) been relatively slow to adapt to the post-2006 Pension Protection Act world?Davis: The PPA...