Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Quadruple Threat
By Robert Scott MartinResearch: For those who don't know NPH, how do you fit into the broker-dealer universe? Dreffein: NPH is an independent contractor broker-dealer network. We have four...
July 01, 2006
Unreal EstateFor many clients, emotions around home and property aren't gone with the wind. Many of us grew up believing that owning a place of our...
July 01, 2006
Serving the Middle MarketThe smaller client -- John and Jane Jones with family savings of $75,000 -- used to be the bread and butter of most wirehouses. That...
July 01, 2006
No Meal, No DealNow that cold calling has joined stockbrokers in heaven (or more likely the lower regions), seminars, "cold walking" and direct mail have become the only...
July 01, 2006
The Chinese ParadoxEarlier this year, when Chinese president Hu Jintao visited the United States, a political cartoon made rounds in American newspapers. Mr. Hu was shown driving...
July 01, 2006
Speaking UpElizabeth Foley's election as chairman of Ameriprise Financial's franchisee advisory council could not have come at a more noteworthy time -- just a month after...
July 01, 2006
Insite Showcases Growth, Leaders, Advice and MoreAttendance at Pershing's Insite 2006 meeting in Hollywood, Fla., rose 40 percent over the 2005 event, says Ron Fiske, managing director of the clearing firm....
June 01, 2006
LPL Hits the Road to Boost ResultsAt LPL, which has some 6,400 advisors, the practice-management team aims to host more than 150 face-to-face events nationwide in 2006. That's in addition to...