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Detroit, MI- "So, what are your thoughts on 'rainmaking' in a down market? People are spooked. Should I give it a rest?" asked Philip on an initial coaching call with my associate Bill. After taking a few minutes to explain that this is a perfect...
The sub-prime mortgage lending crisis and resulting market tumult isn't just taking its toll on investors: A nearly constant flow of bad economic news from the media is shaking up advisors, too.
Boston, MA, April 9, 2008 Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group.
The Tenant-In-Common Association (TICA) promotes the highest ethical standards in the commercial real estate industry with the release of its new 2008 Guide to Certain TIC Best Practices.
Dallas, TX -“Matt, I was talking to my wife recently about some of her colleagues,” Richard told me at a recent team-building workshop. “She works for a large company and knows a ton of people who would make great clients. But...