Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Toxic Friends
By Olivia MellanFriends are supposed to have your best interests at heart. But how many times has a buddy, colleague, or life partner led you merrily down...
March 01, 2006
Tax EvasivenessIt's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...
October 01, 2005
Family FeudWhen Rupert Murdoch's oldest son recently left News Corp., where he was being groomed to succeed his father, it was a reminder of the powerful...
August 01, 2005
Fill 'er UpThe 529 college savings plan market is booming--particularly among plans sold through advisors. At the end of 2004, 82% of 529 sales came from advisor-sold...
June 01, 2005
Ready for SchoolOther than their homes, your clients' largest lifetime expense may be paying for their children's or grandchildren's education. Annual tuition at private schools can range...
February 01, 2005
The Next Stage for Life PlanningIt's December and there's snow on the ground outside George Kinder's office, a couple of blocks from Harvard Square in Cambridge, Massachusetts. So you can't...
August 01, 2004
Coming of AgeWhy do Americans of all wealth levels continue to pour money into 529 college savings plans? The answer is simple: the cost of higher education...