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Pamela Savage Forbat

Pamela’s Recent activity

Making a Good Impression
Oct 01, 2001
You have only seven seconds. That's how long it takes to make a first impression, say experts in business etiquette. If it's a bad impression, you have your work cut out for you. It takes seven seconds or less to give...
Serving Special Needs Kids
Sep 01, 2001
They're typical new clients: A couple approaching middle age, 2.4 kids, a nice home and comfortable income looking to plan for a financially secure future. But one of their children is disabled. You could craft a...
Female Advantage
Sep 01, 2001
Has Wall Street finally lowered its testosterone level? The nurturing female rep who listens well and builds well-functioning teams is seen by some as a role model for all brokers. Women brokers talk about a much more...
The Challenge of Consulting
Jul 01, 2001
If you're an investment management consultant whos just cracked the corporate market, you may be feeling uncomfortable. The tools you used to build your consulting business may not be good enough to compete for...
Transition Survivor
May 01, 2001
If you're ready to leave commissions behind and brave managed money territory, check out how other brokers survived the new environment. Making a move to fees can feel a lot like being part of the brokerage industry's...
Select Service
Mar 01, 2001
A clear separation of responsibilities keeps the team running. Burke manages clients and Chicotel manages their portfolios. When Nikki Chicotel and Sheila Burke's Silicon Valley clients are mulling a job change, they...
Taking All Comers
Mar 01, 2001
Turning accounts over to a junior partner is ideal for the broker who wants to concentrate on a specialty niche. Everyone's got a small account that turned to gold. Joe Blow brought in $10,000 in commissions in 10...
College Smarts
Mar 01, 2001
Professor turned adviser Tom Brooks discovered a big demand for advice on education funding. His unique business setup enables him to help thousands. Tom Brooks is an accidental college-funding specialist. He intended...
Building Your Fan Club
Jan 01, 2001
Mundane account performance reviews won't do it. Even snazzy software that schedules "happy" calls won't do it. If you want fans - not just satisfied customers - you need a multifaceted campaign. Here are six programs...
Seminars Big and Small
Dec 01, 2000
There's no one-size-fits-all seminar. Find an approach that suits your personality, target market and ability to follow up.Are your seminars bringing in the qualified clients you want? Or are they just an expensive...
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