Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
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By Staff WriterOver the years I've heard many financial advisors decry the insufficient training they received in the nuts and bolts of financial planning. All too often,...
January 01, 2007
Formula for SuccessDiamonds are a girl's best friend. But CPAs are worth lots more to financial advisors. That's what savvy Barry L. Pinsky bet when he began as...
January 01, 2007
New Year's ResolutionsWell, it's that time again: out with the old year, in with the new. Not so fast! Before we send '06 to the been-there, done-that archive,...
December 01, 2006
Thomas J. CurranPresident, Curran Investment Management Curran Advisory Services Career Began: 1969 Home Base: Albany, N.Y. Civic Affiliations: Wildwood Foundation, Mid-Atlantic Center for the Arts, East Lynne Theater Co. --- At an age...
December 01, 2006
Smith Barney Advisors Under PressureSmith Barney insists it retained more than 80 percent of Legg Mason reps acquired last year through Citigroup's purchase of Legg Mason's retail operations. This...
December 01, 2006
Industry Spotlight: Consumer SectorsThe share prices of some consumer-focused companies could improve in 2007, thanks to rising sales, improving margins and external factors, equity analysts say. ----- Terry Bivens Bear Stearns 212-272-6782 [email protected] Area...
December 01, 2006
Survival SecretLet's assume you have good investing skills. You didn't get shorted when they passed out personality. Your prospecting and selling skills are right up there....
December 01, 2006
PowerShares Captures the QubesNasdaq Global Funds (a subsidiary of the Nasdaq Stock Market) has agreed to transfer sponsorship of the Nasdaq-100 ETF (Nasdaq: QQQQ), Nasdaq-100 European Tracker (EQQQ)...