|
 |
|
|
|
|
 |
|
 |
|
 |
|
 |
|
 |
|
|
|
July 2010
|
|
| S |
M |
T |
W |
T |
F |
S |
| |
|
|
|
1 |
2 |
3 |
|
4 |
5 |
6 |
7 |
8 |
9 |
10 |
|
11 |
12 |
13 |
14 |
15 |
16 |
17 |
|
18 |
19 |
20 |
21 |
22 |
23 |
24 |
|
25 |
26 |
27 |
28 |
29 |
30 |
31 |
|
|
|
|
|
 |
Feature Articles
Find the latest feature articles here! We generally post new articles every week, and most of them can be found right here. Click on any headline below to find the full article. And be sure to click the 'view more articles' link at the bottom of the page to read articles you may have missed.
|
Retaining Long-Term Clients
Hank Carabelli, Co-Founder MyEstateManager.com
The past year has culminated in "a perfect storm" on the economy -- forcing professionals across every industry to fight harder than ever before to attract new customers as well as retain clients, and forcing wealth planning professionals especially to think outside... . . . keep reading
|
A Model of Collaboration
Courtney Pullen, President Pullen Consulting Group
A potential weakness in the estate and financial services field is the lacking model that captures both sides of our work with families. A model that is encompassing enough to house the complexity, guides us in our collaboration and thought process, is a sure win. Without a model to organize our thinking our families suffer, left to our individual pieces instead of the successful workings of the highly effective team. . . . keep reading
|
Don't Waste This Crisis
Teresa Easler, CEO, Connect To The Core Inc
Lee Iacocca once said "We are often presented with great opportunities disguised as insolvable problems." As advisors it has been excruciating to watch the economy fluctuate and collapse. As a friend, a family member, or a colleague it has been even more painful to watch the people that we care about lose their homes, their jobs, and their money. ... . . . keep reading
|
The Purposeful Trust: Bringing Life and Meaning to Estate Planning
Scott Farnsworth, Sunbridge
By almost any measure, typical estate planning in this country is a failure. A wide majority of Americans have no valid will or trust. The word on the street is that the process is "cold" and "impersonal." Even when clients finally make to the estate planner's office, a shockingly large percentage of tax-sophisticated estate . . . keep reading
|
Transformation
Succeeding in today's rapidly changing world requires a different way of thinking when serving wealthy clients. Sustainable wealth creation demands strategic thinking and carefully planned implementation. . . . keep reading
|
The Moral Dimension of Philanthropy and Some Musings on Negativity and Isolation
John A. Warnick, Esq., Holmes Roberts & Owen, LLP
Fellow Pilgrims (to borrow a phrase from Jay Hughes' vocabulary) I want to share a few insights from the rearview mirror of my work week.The first was an opportunity to reflect on the attached speech on the Moral Dimension of Philanthropy in an Era of Scarcity which was delivered recently by Peter Karoff, who many of you may know through The Philanthropic Initiative.. . . . keep reading
|
Building an "A" List Practice in a "D" List Economy
Rod Zeeb, Esq., The Heritage Institute
In the current market and economy, fortunes will be made and lost. We have dealt with upheavals larger than this in our history, and during those times, some people failed, while others -- particularly those who were prepared and who prepared their families -- thrived!A rare opportunity exists right now for you to prosper by retaining your "A" clients and receiving introductions from them. In markets like these, clients want action. They want to do something . . . keep reading
|
|
|
|
|
Conferences
