Opinion

Displaying 2102 results
NEWS OPINION JAN 25, 2010
Three strategies to retain top clients and gain referrals

Recent studies have shown clients are considering moving assets or changing advisors. This month, we've been focused on rejuvenating your office and practice without breaking the bank

NEWS OPINION JAN 24, 2010
Smart steps to help recent widows

Women who have recently lost a spouse may confront many changes in their daily lives and need financial support and advice.

NEWS OPINION JAN 21, 2010
Why Big Firm Branch Managers Hate Their Jobs

Taking the volatility out of equities
NEWS OPINION JAN 20, 2010
Taking the volatility out of equities

Investors seem to have re-gained some of their appetite for risk, and sidelined capital is again being to put to work in the markets.

NEWS OPINION JAN 18, 2010
Plan your 2010 communications launch

As December winds down, now is the time to reflect on the last year and determine what, if anything, you would have done differently in your practice or even in your personal life

NEWS OPINION JAN 12, 2010
Reviewing 2009 and setting specific goals for 2010

This week, we will be covering two critical areas for reaching your goals for 2010 and beyond. The first is retaining your top clients. The second critical area is to start outlining your business plan for 2010

NEWS OPINION JAN 07, 2010
It's Time to Declare a Major

If you don't have it figured it out, how will your clients/prospects?

NEWS OPINION JAN 04, 2010
2010 Predictions

Big Firms will remain under siege and will fight back

NEWS OPINION DEC 22, 2009
Helping retired clients get back to work

Many of your retired clients are discovering that their accumulated savings are insufficient to meet their current expenses, which translates into a need for more retirement income.

NEWS OPINION DEC 20, 2009
More Big Firm Folly: The case of Wells Fargo vs. a former Marine

Will Wells Fargo end up doing the right thing?

NEWS OPINION DEC 09, 2009
Recruiting Wars 2010: Playing to win or just not to lose?

A hypothesis about the psychology behind the big deals

NEWS OPINION DEC 09, 2009
Time to focus on target date fund reform

Rather than focusing on past deficiencies in target date funds, the Senate Special Committee on Aging's recent hearing on the funds focused on how they can be turned around quickly.

NEWS OPINION DEC 08, 2009
Thanksgiving fast approaching, but there's still time to give thanks to clients

NEWS OPINION DEC 07, 2009
Entrepreneurialism Is the New Trend

New Firms Are Here and More Are Coming

NEWS OPINION DEC 06, 2009
The four stages of an annual review

As the year draws to a close, fiduciaries should be turning their attention to one of their most important responsibilities: the annual portfolio review.

NEWS OPINION NOV 30, 2009
Interviewing in the Recruiting Game is like Dating

Know and follow the unwritten (until now!) protocol

NEWS OPINION NOV 16, 2009
Watch Out for the Recruiting "Hard Close" at the end of the year!

Branch Managers have quotas to hit: Are they being honest with you about why it is so important for you to join before year-end?

NEWS OPINION NOV 12, 2009
The Merrill Lynch Footprint

Former Merrill senior executives are in high demand

NEWS OPINION NOV 09, 2009
Growth Problems

Is it possible for the big firms to successfully grow?

NEWS OPINION NOV 04, 2009
Lessons Big Firms Can Learn from Small Firms

Many if not Most Advisors of acquired firms leave "Big" and return to "Small." Why?