Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Effective Executive
By David J. DruckerFor years now, I've been writing books and articles about the virtual office and office efficiency, but lately my attention has turned to personal productivity. Why?...
March 01, 2008
Partnerships for 2008Many moons ago, I believed everything I had been told about partnerships. I believed they were even less stable than marriages; that 90 percent of...
March 01, 2008
Wealth2K's David Macchia Interviews LPL's Mark CasadyOver the course of two lengthy conversations with Mark Casady I came to understand more than a few things about the man who leads the...
March 01, 2008
Banking on ThemesMost of us know about theme parks and theme restaurants, but are you familiar with theme-based investing? Indeed, many investors are just beginning to appreciate...
March 01, 2008
Bulls, Bears & PresidentsIt was a tumultuous election year. The incumbent president, having served two terms, was not running. His party faced what looked like an uphill fight...
March 01, 2008
Know Your ClientOne of the great joys of being a financial advisor is the opportunity it provides to develop a close relationship with your broker-dealer's compliance department....
March 01, 2008
Special ScenariosAs conditions in the housing and credit markets unfold, certain real estate investment trusts are positioned for solid financial performance. --- Ken AvalosRaymond James (727) [email protected] Paul D....
March 01, 2008
A New Global Force?Sovereign wealth funds -- government-owned funds often amassed from petrodollar surpluses and geared toward investment in foreign industrial and financial assets -- have become seemingly...