Getting up to speed on every client’s passion is practically impossible. Sure you glean some basic details—the name of their favorite sports team, or whether they raise orchids or roses. But imagine offering a sample of your latest...
When John Sileo talks identity theft, he speaks from experience. The identity theft expert was first hit by one of his clients who embezzled $300,000. Then, someone bought a house in his name. So Sileo, CEO of sileo.com and author of Privacy Means...
Social media was hyped as the next gen answer to older advisors’ challenges. Not quite. Yet more and more, advisors of all ages are discovering the tangible benefits of the tools.
Branch office managers used to be the superstar plucked from the ranks and paid big bucks to guide other reps to similar success. How has that changed?
Talk about a liquid market.
Not as well-known a collectible as wine, auction prices for high-quality, rare whiskies are up sharply from as recently as 10 years ago. Consider: Christie’s 2007 sale of a single bottle of 1926 Macallan single-malt...
