Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Pershing Hosts Powell, Other VIPs near Miami
By Janet LevauxThe annual Pershing INSITE conference keeps getting bigger and better, event organizers say. This year's INSITE 2007, held June 6-8 at the Westin Diplomat Resort...
July 01, 2007
Commodities Garner RespectIf soaring commodity prices haven't caught your attention, maybe the rising number of exchange-traded products tracking them has. Halfway through the second quarter of 2007,...
July 01, 2007
Textbook CaseLewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...
July 01, 2007
Job Growth Still on the Up & UpJob Growth Still on the Up and UpAccording to Jeff Testerman, vice president of sales for www.BrokerHunter.com in Atlanta, the industry has seen a welcome...
July 01, 2007
Is the Pension Plan Dead?Traditional pension plans may be underfunded, but while employees of large corporations may eventually face a crisis if their pension payments dry up, many financial...
July 01, 2007
Finding Your LevelAll major events should be seen as a signpost for the future. Wachovia's acquisition of A.G. Edwards was predicted by the former's active acquisition history;...
July 01, 2007
The Prospect of DiscoveryIn my last column, I described the pivotal importance of finding out what matters most to your clients financially, in every major area of their...
July 01, 2007
Combining Business and FamilyMitchell Frank has driven down for our lunch from his office in White Plains, in suburban Westchester County. "It's nice to be out of the office,"...