Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What Can I Say?
By Bill MillerAs the end of the year approaches, pretty much every advisor out there is starting to worry about those dreaded annual client reviews. During a...
December 01, 2008
Experiencing the Power of PhilanthropyA family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
December 01, 2008
Gerald "Zeke" StridCareer Began: 1968 Home Base: Berwyn, Pa. Civic Affiliations: Project H.O.M.E., Siloam --- When Erik Strid was a boy, he remembers his father disembarking from a Philadelphia commuter train...
December 01, 2008
Time for Action!For years, the U.S. economy was like the 2007 New England Patriots: undefeated, untarnished. How the mighty have fallen. It's time now for financial advisors to...
December 01, 2008
Dividend Investing with ETFsWho likes to wear shorts in the winter or a coat in the summer? Some things are just out of style. Until recently, dividends were out...
December 01, 2008
The Season for Energy ETFs?Who would have thought a few months ago that we would ever see gas prices below $2 per gallon? Within four months, the price of...
December 01, 2008
Wachovia's 14,600 FAs to Merge with WellsIn the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6,...
December 01, 2008
Barclays Global Declares Estimated Year-End DistributionsETF investors will have something millions of mutual fund investors won't have for 2008: lower tax liabilities. According to early reports, ETF tax gain numbers are...