Mar 1, 2007 12:00 PM, By Glenn R. Ayres, partner, Doud Hausner & Associates, San Diego, and Michael J. Jones, partner, Tho
The most common sticking point for the family-business owner and his successors is driven by fear. Even though succession planning promises great financial...
Want to goose your revenues? Of course you do. But how? For an increasing number of advisors, one solution is targeting small companies' 401(k) plans....
The unprecedented seems to happen all too frequently in financial markets. Is there something wrong with the way financial advisors build their clients' portfolios? "Post" Modern Portfolio Theory says yes, and it's gaining currency...
Cultivating the Middle Class Millionaire
Based on extensive research with with more the 1,400 middle-class millionaires and more then 500 high-end advisors, Prince & Geracioti provide a detailed set of strategies and tactics to build a extremely successful advisory practice. Proven approaches to sourcing and converting prospects into loyal clients are meticulously explained. Also included are exercises to enable readers to more effective master the various strategies and tactics...
