Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Ticker's Rise and Fall
By Kenneth SilberWithin the living memory of some financial market professionals today is a technology that was crucial to stock trading from not long after the Civil...
February 01, 2008
Love Is in the AirNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...
February 01, 2008
A Plan for the PlannersSuccession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...
February 01, 2008
ImpressionistWhen it comes to how advisors market themselves, they shouldn't neglect an obvious yet somewhat overlooked first step. "People size you up within 10 or...
February 01, 2008
Bad News for Currency ETNsThe tax advantage of exchange-traded notes (ETNs) linked to currencies has evaporated and the status of notes linked to commodities and stocks remains in limbo. In...
February 01, 2008
An Advisor's ResourceWhen Janet Schaefer's father died, the former health care administrator jumped in to help her elderly mother wade through mounds of paperwork. Where were the...
February 01, 2008
In the FamilyResearch: What exactly is FOX and what do you do?Benevides: At our core, we are a research and advisory firm that provides service to a...
February 01, 2008
Growing PainsThere are several paths to building a bigger business. But they all boil down to these two things:1. More assets2. More time is spent with...