Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Succeed, over Salad
By Alexei BayerHigh-level business executives like James R. Cannon tend to shun hyper-caloric business lunches. Besides, coming from Phoenix, where AIG Financial Advisors is headquartered, you no...
September 01, 2006
'Portfolio' ManagerKent Christian wasn't looking to change jobs but when an executive search firm queried him late last year about considering a senior role at Wachovia...
September 01, 2006
Heroism and ResilienceIn the aftermath of the terrorist atrocities of September 11, 2001, many children drew pictures related to the day's terrible events. One such drawing shows...
September 01, 2006
When the Party's OverOver the first two installments in this series, we've looked at three of the five factors that determine whether a seminar marketing effort will be...
September 01, 2006
Get Moving on New Tax ActThere is nothing like a new tax bill to give you something to talk about with your clients. The Tax Increase Prevention and Reconciliation Act...
September 01, 2006
Profits and PatriotismFive years after terrorists took out the World Trade Center and ignited the Pentagon, the specter of terrorism remains a threat to the peace of the world.
September 01, 2006
Turning PointHollywood scribes call them "plot points" -- pivotal events that change the course of the main character's life and, hence, drive the movie's story. A stroke...
September 01, 2006
RJA Tackles the Growth Challenge(Orlando, Fla.) Raymond James & Associates President Dennis Zank doesn't mince words when it comes to how the traditional brokerage's recruiting and growth efforts are...