David B. Hansen, Outstanding Advisor 2009May 1, 2009By Halah Touryalai The breakfast club... Andrew Koerner, Outstanding Advisor 2009May 1, 2009By Kristen French The Global Educator... Advisors With HeartMay 1, 2009
Registered Rep.’s 29th annual Outstanding Advisor Awards honor 10 successful advisors who give back... Something’s Gotta GiveJan 1, 2009By Kevin McKinley A lot of charitable-giving organizations may be struggling financially. If you play it right, you could win some new clients.... Just-In-Time GivingDec 1, 2008By Kevin McKinley The wobbly economy and plunging stock market might cause some of your clients to start thinking less about charitable giving and more about charitable... Giving And Saving With CLTsApr 1, 2008By Kevin McKinley For almost 25 years investors have experienced general appreciation in the value of their investments. However, the last few months may have left many... Gimme A BreakMar 1, 2008By Kevin McKinley When your clients complain to you about paying their taxes this April 15, don't roll your eyes when they claim, It's not about the money. Because their... Philanthrophy For Middle-Class MillionairesFeb 1, 2008By Kevin McKinley Many would-be philanthropists struggle with choosing which charity will be on the receiving end of their giving. Complicating this choice is the fact... The Gift That Keeps On GivingJan 1, 2008By Kevin McKinley Sooner or later, you're going to get a call from a valued client that may put you in an uncomfortable situation. He will tell you that the Society for... |
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In This Issue: May 2012
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