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CFO March 1, 2012 Kate O'Sullivan |
Keeping Cool in the Hot Seat The financial crisis has prompted CFOs to assume primary responsibility for risk management, and most believe they're on top of it. But their list of worries is long.  |
CFO March 1, 2012 |
Where the Workers Are Test your knowledge of important demographic forces shaping the global labor pool.  |
Financial Planning March 1, 2012 Donald Jay Korn |
Settling Down A financial planner may find it difficult today to help a client sell a life insurance policy at an appealing price. Nevertheless, some policies are being sold, so planners might want to consider exploring the possibility with clients who are likely candidates.  |
Financial Planning March 1, 2012 Glenn G. Kautt |
Talent Scout The best-managed firms realize that understanding their staff members' skills, knowledge and experience is increasingly important as they seek to improve top- and bottom-line performance while aggressively managing costs in a competitive business environment.  |
Financial Planning March 1, 2012 Bob Veres |
Success Really Has Three C's At least 20% of the people who are presented with your fees should object or squirm; ideally the percentage should be even higher. Otherwise, you aren't charging enough, and the planning profession as a whole is being cheapened.  |
Financial Planning March 1, 2012 John J. Bowen, Jr. |
Multiple Personality Syndrome The advisors who are most successful in finding, attracting and keeping affluent clients are those who get to know all different types and then build their service around specific subgroups.  |
Financial Planning March 1, 2012 Allan S. Roth |
The Ethics Dilemma In theory, planners are expected to act as fiduciaries for their clients, meaning that a planner must put a client's best interests ahead of his or her own. In practice, no human being is truly capable of doing this because in the real world our ethics aren't pure.  |
Financial Planning March 1, 2012 Martin Shenkman |
Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.  |
On Wall Street March 1, 2012 Lorie Konish |
Go,Teams! When Hilliard Lyons introduced its current team-based award program in its compensation program five years ago, it led to what Executive Vice President Darryl Metzger now calls an "A-HA" moment for the firm.  |
On Wall Street March 1, 2012 Michelle Lodge |
Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo.  |
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