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Janis Samaripa

Janis’s Recent activity

Morgan Stanley
Dec 01, 2001
Morgan Stanley reps' business cards got shorter this year, with the deletion of the Dean Witter name in April. Yet the change rated nary a mention by survey respondents, who were more interested in critiquing Morgan...
Tools: Business Improvement
Aug 01, 2001
In his book, Sell From the Heart, Harry Pappas Jr. says the best way to grow your business is by focusing on relationships with clients. He who services better gets the gross, he writes. Positive, frequent interaction...
Get Out and Vote
Jul 01, 2001
American Express rep Maryann Burtt advocates a politically active populace as a board member for the League of Women Voters. Voter apathy upsets Maryann Burtt. That's why she liked the idea when, over lunch, a...
Tracking Clients, Part I
Jun 01, 2001
Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted a national telephone survey of 200 clients...
Online Exaggerations
Jun 01, 2001
Financial services firms often tout their Web offerings, but execs admit in a study that they have a way to go to measure up to clients' expectations. The rhetoric about exemplary online services in the financial...
Family Funds
Jun 01, 2001
Money is a family resource, according to financial planner Carol Akright, CFP. And in her book, Funding Your Dreams Generation to Generation, she tells how to use it to fulfill the desires of grandparents, parents and...
Tracking Clients
May 29, 2001
Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted a national telephone survey of 200 clients...
RR Survey: Insights on Independents
RR Survey: Insights on Independents
Apr 01, 2001
By their nature, independent brokers have businesses and backgrounds of all shapes and sizes, but most have one thing in common: They cherish their freedom, according to Registered Representative's exclusive...
Retirement Rules
Apr 01, 2001
In January, the Internal Revenue Service released new required minimum distribution (RMD) rules that affect investors with IRAs and qualified retirement plans. But the agency hasn't yet published much information on...
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