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Registered Rep.
February 1, 2005
Ruth Halcomb |
In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters.   |
Registered Rep.
February 1, 2005
Christie Matheson |
What They Really Mean Here's a look at some recent headline-making news, how the local media might have mangled it and what an advisor can say to keep anxious clients from making hasty or poorly informed decisions. |
Registered Rep.
February 1, 2005
Daniels, Leibell & Prince |
An RLT Primer Estate planners are finding the revocable living trust (RLT) to be an increasingly popular and useful tool. Some, however, are guilty of overstating the benefits of the RLT, and this can confuse clients and lead to some embracing RLTs for the wrong reasons. |
Registered Rep.
February 1, 2005 |
Conditional Forgiveness I've taken loans before, but I've never seen one of the requirements in this one: forgiveness tied to production. Should I accept it? |
Registered Rep.
February 1, 2005
Bill Singer |
Short but Not Necessarily Sweet It's a heady moment when a rep leaves his firm. It also often sets in motion a series of showdowns over client ownership and compensation issues. One way to make things easier is to pay careful attention to your resignation letter. |
Registered Rep.
February 1, 2005
Mindy Diamond |
Customize Your Career As a result of broker dissatisfaction with the status quo, the increasing clout of top producers (at some firms) and the need for firms to keep successful reps happy, we're beginning to see quite a bit more flexibility. |
Registered Rep.
February 1, 2005
Matt Oechsli |
What Color Are Your Glasses? Deciding to go forth with a positive attitude often must be a conscious decision, because every financial adviser encounters negative experiences. |
Registered Rep.
February 1, 2005
Will Leitch |
On the Financial Gridiron Often when an NFL player's career ends, he finds himself at a loss for how to generate new income. So, it's extremely important that players manage their money effectively before the cash spigot gets turned off. This is not an easy sell for a financial adviser. |
Registered Rep.
February 1, 2005
John Churchill |
Secret to a Long Career: Going with the Flow Irene Bann's 78-year tenure as a Smith Barney broker is full of lessons for the reps of today, but perhaps none is so important as her approach to overcoming adversity in her career and in life. "You just get on with it," she says. |
Registered Rep.
February 1, 2005
Christie Matheson |
The Rep. Rap Sheet Don't let teenagers with too much time and an abundance of gadgets on their hands have all the fun with puns and made-up words and phrases. Here's a glossary of industry-related terms to work into your personal lexicon. |
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