Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How To Qualify a Prospect
By Bill Good"Qualification" is the process of determining whether a person, family unit, or business unit is someone with whom you would like to do business. Quite obviously,...
November 01, 2006
Catty CustomersIt's common knowledge that the traditional marketing model is outdated and irrelevant. Although television, radio and newspaper advertising is far from being totally inconsequential, we...
November 01, 2006
On the Fast TrackNecessity is also the mother of re-invention. Meet Sabina F. McCarthy, clearly demonstrating and indeed personifying that figure of speech: From stay-at-home single mom, she...
November 01, 2006
Dow 15,000In the late 1990s, as the stock market boom turned into a bubble and drifted into the stratosphere, investment books began to appear with titles...
November 01, 2006
A Higher Level of CompetenceRuss Morton is a big man, which is what you'd expect of a University of Oklahoma graduate who spent the first decade of his career...
November 01, 2006
What Alternatives Do Advisors Have?This past August, Morningstar and Research magazine surveyed financial advisors on the state of alternative investments. The perspective of and choices made by financial advisors,...
November 01, 2006
Tales from the TrenchesGroucho Marx once joked puckishly: "I never forget a face -- but in your case, I'll make an exception!" To be sure, seldom has there been...
November 01, 2006
A.G. Edwards Rolls Out Referral BonusesFinancial consultants working for A.G. Edwards are now eligible for bonuses worth up to $50,000 for referring a successful recruit to the St. Louis, Mo.-based...