Earlier this year, I conducted a series of workshops sponsored in part by Mackenzie Financial.
Recently, a Mackenzie wholesaler emailed me with a question from an advisor, curious if I had any ideas on how to initiate referrals targeting million dollar plus clients.
As you move up the high net worth ladder, confidentiality becomes a bigger and bigger concern – and anything resembling a traditional mass market approach to referrals simply doesn’t work and in fact can harm the relationship.
3 ETF Trends Being Spotted Right Now by AdvisorAnalyst 18 Mar 2010 at 8:23am
This article is a guest contribution by Tom Lydon, ETFTrends.com.
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As our name states, we’re pretty much all ... Chinese Stocks - Finely Balanced by Prieur du Plessis, Investment Postcards from Cape Town 18 Mar 2010 at 8:04am
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As reported over the weekend (via US Global Investors), the latest Chinese inflation figures surpassed the on... A Conversation with Michael Lewis by Prieur du Plessis, Investment Postcards from Cape Town 18 Mar 2010 at 8:01am
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This post is a guest contribution by Mark Vitner, managing director and senior economist at Well Fargo Economics Group.
The summer of 2009 marked m... The Yuan Currency Play by Rebecca Wilder 18 Mar 2010 at 7:57am
This post is a guest contribution by Rebecca Wilder, author of the of the News N Economics blog.
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WSJ What's News Late Edition, March 18, 2010by The Wall Street Journal 18 Mar 2010 at 4:54pm
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