Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Cruising for Clients
By Jane Wollman RusoffNicholas Childers' secret recipe for prospecting female clients: Eat lunch at ritzy department stores, where high-net-worth ladies are cosseted, corseted and open to friendly conversation. "They're...
July 01, 2006
Rebuilding the Merrill Complex in New OrleansThat Sunday afternoon, the city was steeped in stifling heat and humidity when Frank Beyer, freshly showered and in shorts and T-shirt, threw some changes...
July 01, 2006
High-Yield AdvantageCompanies continue to demonstrate how and why their top priority is long-term shareholder income, and business-data provider Mergent has made a name for itself over...
July 01, 2006
Book on Question Contains AnswersThe Ultimate Question: Driving Good Profits and True Growth. By Fred Reichheld. Harvard Business School Press. $24.95. Fred Reichheld, director emeritus of Bain & Co., became a...
July 01, 2006
More Firms Track ETFs; And Some Give Scores, StarsWhile the ETF explosion has caught the attention of investors and their financial advisors, these popular index funds have also led a number of research...
July 01, 2006
Random Walk Author Talks the Indexing TalkBurton Malkiel, Ph.D., wrote the first edition of the ever-popular book A Random Walk Down Wall Street in 1973. The Princeton University economics professor and...
July 01, 2006
The Hidden Treasure of Dividend InvestingIn one of the all-time best action thrillers, archeologist and adventurer Indiana Jones survives snake pits and highway bandits to win the prize, only to...
July 01, 2006
Extension ExplicationWhile a number of the provisions in the recently passed $70 billion tax package, the "Tax Increase Prevention and Reconciliation Act of 2005," will have...