From Friends to Clients
By Staff WriterDoes this scenario sound familiar? You are a financial advisor of solid standing with plenty of visibility in the community. For several years you have...
December 01, 2004
CalPERS Raises Its StakeIn November, the California Public Employees' Retirement System (CalPERS), the nation's largest public pension fund with assets totaling $168 billion, said it will increase its...
December 01, 2004
Getting TherePeople have been trying to perfect the art of portfolio construction for a long time. But as anyone who has ever worked with a real,...
December 01, 2004
Referral MadnessHere's a sobering statistic. Accord- ing to the consulting firm Moss Adams, the most successful fee-based advisors--the top 10%--generate approximately one-third of their new clients...
December 01, 2004
Watching the SignsIn our previous two articles, we discussed how to use wealth signs of affluent investors to uncover "ideal" affluent prospects and turn them into clients....
December 01, 2004
Breaking the BarrierDo you feel as if you're working harder for about the same, or even less, compensation than you used to? If you feel that way,...
December 01, 2004
A Five-Star PerformerThe characteristics of the Greenspring Fund (grspx) might be a little hard to grasp at first glance. S&P calls it a "hybrid U.S. flexible" fund,...
November 30, 2004
Pinnacle: Put Medical Care Under The TreeNU Online News Service, Nov. 30, 2004, 4:44 p.m. ESTA company that runs 12 walk-in clinics in Arizona is selling health care gift cards.[@@]Pinnacle ...