Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Pandit Tapped for Citi's CEO Slot
By Janet LevauxCitigroup says Vikram Pandit, 50, is the company's new chief executive officer and member of the board of directors, effective December 11, 2007. Sir Win...
January 01, 2008
Finding TimeMany top performers attend strategic leadership programs or work with a coach or mentor. Those who fail to fully implement what they've been taught frequently...
January 01, 2008
Connecting with Clients: "The Elements of Persuasion" by Richard Maxwell and Robert DickmanI recently attended a conference spending two days in a windowless room listening to PowerPoint presentation after PowerPoint presentation. On the plane ride home, I...
January 01, 2008
Founding Father of FinanceOn the grounds of lower Manhattan's Trinity Church stands the gravestone of Alexander Hamilton, whose distinctions include being the nation's first Secretary of the Treasury....
January 01, 2008
The Conversion ConversationLast September while at the FPA National Convention in Seattle, I was doing my usual thing: trolling the hallways for interesting conversations and ideas to...
January 01, 2008
Swimming with PowerSharesWhen PowerShares Capital Management launched its first two exchange-traded funds (ETFs) back in 2003, a number of observers predicted the company wouldn't survive. At the...
January 01, 2008
First-Hand Look at the FedSince last September, Vincent Reinhart has been resident scholar at the American Enterprise Institute, a Washington think tank, where he has the freedom to conduct...
January 01, 2008
Global InsightResearch: Tell us about the international retirement survey that The Hartford did.Zlatkus: This is the second year we've done it. We asked 6,500 people aged...