Wealth Think

For the financial services industry, for Wall Street, the impact has special meaning.

How to use visuals and page formatting to help people understand and absorb your messages

Cross selling is really important, but most banks still aren’t doing it very well.

If you had an extra 100 hours each year (two extra hours a week) how would you spend it?

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?

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.

Independent broker-dealers and consulting firms can provide hints for what to say and omit from your posts and other social media communiqués.

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.

When you start putting pen to paper (or fingers to keyboard), think carefully about the words and the style you use. Every communication is an opportunity to reinforce your positioning, market your firm and your build your brand. Sometimes, dear mild-mannered financial planners, it’s okay to be bold – and even a bit (gulp!) bossy. It’s a noisy world out there. Your ads, flyers and other marketing promotions must stand out and grab attention. …

We’ve all got that crazy uncle. Within the financial planning community, its Thomas Leonard.