This year's Outstanding Sales Assistant Award Winners: Marti Nelson Dain Rauscher Eau Claire, Wis. Kim Richardson Morgan Stanley Glenwood Springs, Colo. Vicki Stone First Union Securities Louisville, Ky. Monica Van...
Four top-producing teams and brokers share techniques for building a high-level business. All of these big hitters have a system for getting exposure and attracting clients. Read their ideas on how to pare accounts...
Much has happened in the 25 years Registered Representative has covered the brokerage industry. The role of brokers has changed from simple salesperson to full-service professional. Commission rates were deregulated...
Web Wiz Randy Carver's technology sidekick can't fit in his jacket pocket. Nor can it be held in the palm of his hand. That's because his indispensable tool is the Internet itself. The Web is the lifeline of Carver's...
Contact Management Programs Company Product Name/Cost Key Features Allied Financial Services 800/831-7636 www.software4advisors.com ACT! 4Advisors $199 single user, $299 two users, $499 three to five users, $899 five...
Web Wiz Randy Carver's technology sidekick can't fit in his jacket pocket. Nor can it be held in the palm of his hand. That's because his indispensable tool is the Internet itself. The Web is the lifeline of Carver's...
A few started their careers in other fields and some began life in meager surroundings. But eventually, all 10 winning reps reached the top ranks of the brokerage industry. Collectively, they have 204 years of...
The Sound of Silence Stan Kaplan enjoys tranquility and peace of mind since going independent in 1996. By Michael Hayes Stan Kaplan answers his own phone. He also opens his own mail, pays his own bills, fiddles with...
