Affluent

A Clear and Unique Value is Critical Because Everyone Wants to Eat Your Lunch

Wednesday, April 11th, 2012

Financial advisors are facing more competition from more directions than ever. With so much choice, there are more reasons now than at any point in the past why you must represent something specific your target clients want if you hope to attract referrals. In an article on RegisteredRep.com last week, Kristen French enumerated some of […]


Why Investors are ”Mad as Hell” … and What You Can Do About It

Wednesday, August 24th, 2011

Last Friday, Jason Zweig of the Wall Street Journal Street Journal wrote about fear and anger as the two dominant attitudes of American investors today; fear about their future and anger at those they see as responsible for the latest crisis. His column depicts many investors as intensely disillusioned, summoning up the phrase “I’m mad […]