This week, Kevin Matras looks at sales growth and increasing profit margins—a powerful combination for big returns. Learn more, and get 3 new stock picks.
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You may have heard it’s not just small time advisors making the leap to full independence these days. Some big b/d brokers are moving too. The interesting thing is, those defecting brokers (also know as breakaway brokers) are running...
It is a delicious bit of irony that the high-income earners who usually foot a disproportionate share of the federal income-tax bill are also (by definition)...
The 97.5 million viewers who tuned into this year's Super Bowl got a little dose of retirement reality from AXA Equitable Life Insurance Company, which...
The Roth IRA turns 10 years old in 2008, and chances are that some of your clients are among the 17 million Roth IRA owners who would happily celebrate...
With 77 million baby boomers approaching retirement, advisors are surely looking for ways to win their business. One way? Financial gerontology. That's...
If you are like most advisors, you usually approach client meetings in one of two ways: If the market is up, you underscore the recent growth in the client's...
The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of...
The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of...
How’s Billy’s 529 plan coming? More gloomy news for parents is good news for financial advisors: Tuition continues to rise at an inflation-topping rate, according to the annual survey by the non-profit organization, College Board. ...
Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing...
We all know what a lousy third-quarter Merrill Lynch had it reported the worst loss in its 93-year history (a $2.3 billion net loss along with a staggering...
One would think a client's collection of 50 cars, let alone 50 Corvettes, would be hard for a team of financial advisors and estate planners to ignore....
Some advisors say they feel unprepared and uncomfortable talking about charitable giving with clients. But those with experience say it’s both easy and rewarding. ...
It is a delicious bit of irony that the high-income earners who usually foot a disproportionate share of the federal income-tax bill are also (by definition)...
The Roth IRA turns 10 years old in 2008, and chances are that some of your clients are among the 17 million Roth IRA owners who would happily celebrate...
A generation ago, retiring clients usually had most of their money locked up in certificates of deposit at the local bank. Simplicity, predictability,...
Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed...
Becoming a Rainmaker - Getting a Downpour of Serious Money
Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here.
