Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Winner's Circle
By R.J. ShookWhat is the quickest way to build a Winner's Circle-quality team? In each of the Winner's Circle teams, we consistently found that it took many...
August 21, 2007
$100 Million Pay: Not Enough to Stay?"It was not long ago that $10 million was considered to be an excessive pay package," states Bruce Ellig, author of the 2007 update of the bestseller, "The Complete Guide to Executive Compensation. "I
August 01, 2007
All-Time HighJune 2007 saw an increase of over 10,000 new jobs in our industry, says Jeff Testerman, vice president of BrokerHunter.com. This is the biggest increase...
August 01, 2007
Tassel HassleA hot-button issue this time of year that brings clients to advisors is funding their child's college education. "The reason is just plain, old cost,"...
August 01, 2007
MSC Boosts Assets; Commonwealth Recognized by PubsMutual Service Corporation (MSC) reports that it has increased its advisory assets under management by more than 20 percent, from $5.1 billion in August 2006...
August 01, 2007
What's Good for General MotorsWhen Chrysler, the No. 3 Detroit automaker, was teetering on the brink of bankruptcy in 1979, the Carter administration stepped in with $1.2 billion in...
August 01, 2007
The Art of the ReferralRecently, after listening to me speak about the referral process, several advisors privately admitted that although they work by referral only, they could not recall...
August 01, 2007
To the Next LevelShortly after Scott Romine was tapped as the chief executive officer of National Planning Corp. in May, he conducted a much anticipated conference call with...