Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Letter to Survivors
By Bill GoodNo matter what the market climate, some FAs will survive. And of the survivors, some will get rich. Even though there are more frowns than...
March 01, 2009
Will Obama's Plan Rebuild the Economy?In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...
March 01, 2009
Rethinking RiskFor many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...
March 01, 2009
The Fast Track: Collective AmnesiaI started my consulting career in 2001--not exactly what you would call optimum timing. The dot.com crash had taken trillions of dollars out of the...
February 27, 2009
The Obama Budget: The Effect on College Savings ProgramsTax credits, grants, and a Federal takeover of student loans are on their way or proposed
February 26, 2009
Boomers use social media25% -- Approximate percentage of Boomers who are active in social networks. 46% -- Percentage of young boomers who consume social media; 39 percent...
February 17, 2009
My Poor Rich Uncle: College Loan Company BankruptThe private loan company files Chapter 7
February 17, 2009
College Savings Watch: Stimulus Bill Permits Use of 529 Funds for ComputersExpands permitted use of college savings vehicle for student computer purchase