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For many advisors, your personal or company website is the core of your web marketing efforts. It's no surprise, then, that advisors are starting to think about how to better utilize their website to both serve their existing clients and develop new business.
May 4
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We have heard of firms winning employee loyalty by paying them more, but never—until we spoke to the principal at Colorado West Investments—by paying them less. At the Montrose, Colo.-based wealth management firm, that is what Kevin Sanderford ended up doing to rationalize the firm’s compensation plan. After the awful downturn in 2008, Sanderford had to lower compensation for his practice manager, who also had a series 7 license. She was not drawing a huge salary—indeed,
May 3
Financial Planning -
For the financial services industry, for Wall Street, the impact has special meaning.
May 2
On Wall Street -
How to use visuals and page formatting to help people understand and absorb your messages
May 2
Impact Communications -
Cross selling is really important, but most banks still arent doing it very well.
April 29
Employee Benefit News and Employee Benefit Adviser -
If you had an extra 100 hours each year (two extra hours a week) how would you spend it?
April 28
Financial Planning -
For wealth managers, the big question is this: is the unified managed account a realistic goal that will become a reality over time? Or is it a holy grail that will capture imaginations but remain unrealized, draining resources that would better be spent elsewhere?
April 27
Fiserv -
With tax season behind us, advisors are looking for answers regarding IRAs and Ed Slott has some regarding rollovers and conversions, the step transaction doctrine, and Gold IRAs.
April 27
Ed Slott & Co. -
Independent broker-dealers and consulting firms can provide hints for what to say and omit from your posts and other social media communiqués.
April 26Financial Planning -
The Michael Jackson Estate has featured fireworks since very shortly after Michael died on June 25, 2009. His mother, Katherine Jackson, was not happy about non-family members, including attorney John Branca and music executive John McClain, being named as executors of his estate. So she hired lawyers and challenged the executors in probate court. They fought and fought and fought.
April 26
