Planning and Advice

How to generate referrals: Six proven tactics

(June 2005) Referrals are the lifeblood of the successful financial practice. A steady stream of referrals is an indicator of success and client satisfaction. On the other hand, sporadic referrals are an indicator of business stagnation, and sometimes even contraction. Securing a steady stream of referrals must be a top priority. But how do you […]

By Jeff Thorsteinson |June 23, 2005

3 min read

What’s in store for computer storage & peripheral stocks?

There’s no other way to say it – and we know we’ll sound like Paris Hilton in making this statement – but computer storage & peripheral stocks are so hot. There, we said it. It’s true, though. In 2004, this sub-sector easily outpaced broader markets. And so far, it looks like 2005 will be a […]

By Staff |June 22, 2005

2 min read

Relationship marketing

(June 2005) Attracting new clients comes with plenty of options. There are so many, in fact, your real challenge will be to sort through the marketing techniques that don’t work and zero in on the most effective handful. Consider the three major channels for marketing to prospects: • Mass marketing, which relies on things like […]

By John J. Bowen Jr. |June 14, 2005

2 min read

Talking to Clients: Mortgage insurance

(June 2005) Most of your clients will take the time to shop around for their mortgages — looking for the best interest rates and terms. But did they do the same for their mortgage insurance, or simply accept the coverage offered by their lender? Let your clients know that in many cases you can provide […]

By Staff |June 13, 2005

3 min read