Yesterday, you carved out
You may already have a number of people in mind that you’ve been meaning to connect with. If so, you know who to call and what to ask for.
If not, consider this: Make five phone calls today -- either to a cold prospect, a referral, an old client or another center of influence, say Focus Partners founders Michael Silver and Eric Sheikowitz.
Then repeat the process every week. This will help ensure a robust pipeline of potential new business, they say.
-
Despite ongoing concerns over geopolitics and more, many advisors said they would increase allocations to foreign equities over the next few months.
3h ago -
Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with wealthy families.
5h ago -
The partnership between the long-established bank and the fintech brokerage will handle the development of the government-owned account platform behind the new government-seeded retirement accounts for children.
9h ago -
FINRA and consumer advocates are raising alarms about online scams that are driving fraud losses into the hundreds of billions of dollars.
10h ago -
The Trump DOL has said it "has no current plans" for further rulemaking, but that contradicts its own notice of potential regulation last year.
April 2 -
The 10 states that offer the best return for residents' tax dollars.
April 2











