Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Prospect of Discovery
By Patricia J. AbramDo you genuinely look forward to the prospect of discovering a great deal about many aspects of your clients' lives? To finding out not just...
June 01, 2007
How You Are HeardStrong communication skills are imperative to success in the financial planning industry. Whether it's prospecting new clients, working well with employees, or dealing with vendors,...
June 01, 2007
Job Growth Takes a BreakFinancial firms shed 11,000 workers in April 2007, reports www.BrokerHunter.com. This job trimming occurred mostly in commercial banking and real estate. The securities industry did...
June 01, 2007
Adding ETFs to Managed AccountsSecurian Financial Services has introduced a new investment platform that uses exchange-traded funds. Dubbed "Securian Signal," the new managed accounts marry index investments with strategic...
June 01, 2007
Steady at the HelmAs Winston Churchill crisply summed up: "The question which we must ask ourselves is not whether we like or do not like what is going...
June 01, 2007
Joy, Fun - Season in the SundBlackBerry-less in the land of grapevines and olive trees -- that's wine connoisseur Peter S. Izzo's idea of a dream vacation. And this July he'll...
May 30, 2007
Pershing Rolls Out New Managed Account NetworkPershing LLC, a subsidiary of the Bank of New York Company, Inc., has launched Managed Account Network, an innovative, open architecture platform that allows introducing broker-dealer firms to offer t
May 23, 2007
Three Financial Aid Directors FiredOn Monday, May 21, 2007, Columbia University released its financial aid director, David Charlow, after documents became available showing that he promoted a student loan company in which he held a financial stake. Charlow had sent letters to parents and alumni on three occasions praising the lender--Student Loan Xpress.