By now, the benefits of migrating to a high-net-worth business are well known. So, too, are the challenges of making the transition. Everything about targeting high-net-worth clients spells change, specifically: Continuing one's day job (the old...
If you've ever courted a client, you've been rejected. Like any spurned suitor, you have probably anguished over where you went wrong. What could you have said or done to make it work? When wealthy clients say no to a rep after all that schmoozing...
The investment policy statement is a great tool for convincing wary investors that moving their managed accounts money to you is in their best interest.
Trends are so obvious that they insidiously weave themselves into our lives until they emerge as a constant. Whether it be the fattening of Americans or the pollution of the air we breathe, trends left unattended often have a negative impact. The...
No individual, regardless of how smart or experienced, can effectively serve the multidimensional financial needs of the affluent himself. It takes a team.
All the awful news about the markets can be good news for brokers who want to garner a little bit of publicity. TV producers and print reporters are hungry for analysis. That's where you come in. Media exposure gives you instant recognition, an...
