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.
Index Summary and U.S. Equity Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 9:04am
Index Summary
The major market indices were higher this week. The Dow Jones Industrial Index (1) rose 0.55 percent. The S&P 500 Stock Index (2) ad... China Construction: Boom or Bust? by Prieur du Plessis, Investment Postcards from Cape Town 15 Mar 2010 at 9:02am
It would not take too much guessing to figure out where the bulk of the world’s construction activity is taking place. Of course, it is in China, b... The Economy and Bond Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:56am
The Economy and Bond Market
Bond yields moved higher across most of the Treasury curve, the exception being the 30-year bond, which rallied after s... Gold Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:54am
Gold Market
For the week, spot gold closed at $1,101.90 per ounce down $32.75 or 2.89 percent. Gold equities, as measured by the XAU Gold & Silver... Energy and Natural Resources Market Highlights (3/15/2010) by US Global Investors 15 Mar 2010 at 8:51am
Energy and Natural Resources Market
The source of this graph is IHS Herold. The securities identified in the graph were selected for inclusion by ...
Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ What's News Late Edition, March 15, 2010by The Wall Street Journal 15 Mar 2010 at 4:54pm
Blue chips edge higher in a nervous market; Boston Scientific recalls its implantable defirbrillators; and Continental to charge for food in coach.
Jeffrey Saut Daily Audio Comment Raymond James
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