Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
PowerShares Debuts Sector, Niche ETFs
By Staff WriterPowerShares has been one of the most active issuers of new ETFs this year and no sign of any pause seems to be in sight. In...
December 01, 2006
Survival SecretLet's assume you have good investing skills. You didn't get shorted when they passed out personality. Your prospecting and selling skills are right up there....
December 01, 2006
The Marketing ImperativeWhat we now call "marketing" began long before the name was coined. In the mid-1800s, traveling salesmen dressed "snake oil" and other tonics in fancy...
December 01, 2006
Enrich Through Your NicheAt a recent coaching event an advisor from a Western state looked me in the eye and smiled as he introduced himself. "I want to...
December 01, 2006
Scott HansonCo-founder and Senior Advisor Hanson McClain Inc., Securities America Career Began: 1990 Home Base: Sacramento, Calif. Civic Affiliations: River Oak Center for Children, Child Abuse Prevention Council, Sacramento Regional...
December 01, 2006
'Mary Mack Starts to Lead Wachovia's Bank ChannelMary Mack knows she has some big shoes to fill. On October 1, Mack assumed a post held by Dwight Moody, who's been president of Wachovia...
December 01, 2006
Gena Harper and Carla KorenSenior Vice Presidents, Smith Barney Careers Began: 1985 Home Base: Berkeley, Calif. Harper's Civic Affiliations: Glaucoma Research Foundation, Guide Dogs for the Blind, Downtown Berkeley YMCA Koren's Civic Affiliations:...
December 01, 2006
Commonwealth Aims for Controlled Growth(Phoenix) Commonwealth Financial Network wants to maintain its identity despite some serious expansion, say executives attending the broker-dealer's recent national conference, held Oct. 26-30 at...