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Financial Planning
August 1, 2006
Donald Jay Korn |
College Refinancing 101 After the gold rush of mid-2006, consolidating old student loans is no longer a slam dunk. Here's what financial planners can do to help.   |
Financial Planning
August 1, 2006
Gavin Morrissey |
Flying Blind For financial advisory clients who are corporate insiders with company stock, a blind trust may be their best option. However, it's imperative that advisers work with attorneys who are familiar with blind trusts to ensure that the document includes the proper provisions. |
Financial Planning
August 1, 2006
Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. |
Financial Planning
August 1, 2006
Craig L. Israelsen |
Alpha in the Box The search for Shangri-La pales in comparison to the quest for funds that consistently deliver high alpha. The fundamental question for financial advisors: Does alpha differ across the nine Morningstar style boxes? |
Financial Planning
August 1, 2006
John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Financial Planning
August 1, 2006
Ernie Ankrim |
It's Not 1999 Again Today's bull market is merely average when judged against previous examples. Here are some facts to help calm your financial advisory clients' fears of another big market crash. |
Investment Advisor
August 2006
Melanie Waddell |
High Definition A good number of financial advisors are making strides in perfecting their marketing techniques to help them stand out from their competition and attract new business. |
Investment Advisor
August 2006
Dan Sullivan |
Why Would Great People Want to Work for You? For financial advisors and others, most marketing efforts involve finding the right clients, but to do so, you need the right staff members to attract and retain those clients. Here are the five qualities of a "great" entrepreneurial organization. |
Investment Advisor
August 2006
Claudio Pannunzio |
Four Rules to Drive Home Your Message What distinguishes highly successful financial advisors from less successful ones, regardless of their skills and industry knowledge? The answer is their ability to communicate the true value of their service offerings to their key constituencies. |
Investment Advisor
August 2006
James J. Green |
If I Were an Advisor . . . Here are five practical marketing tips for financial advisors from an entrepreneur and consultant who specializes in marketing and selling to the affluent. |
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