Client engagement

Reach out to biz owner clients Fallback Image Decorative pattern

Economic Indicators

Reach out to biz owner clients

Help them weather the economy and put succession plans in place.

By Wire services |December 6, 2012

2 min read

Landing A-list clients Fallback Image Decorative pattern

Planning and Advice

Landing A-list clients

Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.

By Bryan Borzykowski |December 6, 2012

2 min read

Use tablets in client meetings Fallback Image Decorative pattern

Planning and Advice

Use tablets in client meetings

Many predict the tablet will replace desktops and laptops. And the recent release of the Windows 8 tablet suggests this trend will continue. Tablets can work well in client meetings to show videos, charts and graphs, and make notes.

By Kevin Cork |December 3, 2012

4 min read

Give clients a GPS Fallback Image Decorative pattern

Market Insights

Give clients a GPS

Sometimes, clients take the Alice-in-Wonderland approach to investing, not realizing they can’t ask which way to go before knowing the destination.

By Stuart Foxman |December 3, 2012

3 min read