Communication

How to talk to Gen Y clients Fallback Image Decorative pattern

Planning and Advice

How to talk to Gen Y clients

One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?

By Rosemary Smyth |February 7, 2014

2 min read

How to structure drawdown portfolios Fallback Image Decorative pattern

Market Insights

How to structure drawdown portfolios

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.

By Dean DiSpalatro |February 7, 2014

5 min read

How to talk to wealthy prospects Fallback Image Decorative pattern

Planning and Advice

How to talk to wealthy prospects

You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?

By Rosemary Smyth |January 17, 2014

3 min read

A web app to manage your workflow Fallback Image Decorative pattern

Planning and Advice

A web app to manage your workflow

Almost every client meeting generates a slew of new activities. But having staff to assist in transactions doesn’t automatically mean these things get done more quickly, accurately, or even efficiently. That’s why I was so pleased to discover the web-based app Workflowy. It’s a simple list maker that’s feature-rich, shareable, searchable, archivable and taggable.

By Kevin Cork |January 17, 2014

3 min read