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.
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by Paul Goodwin, editor The Cabot China & Emerging Markets Report
The Cabot China-Timer has flashed a new buy signal, telling us the trend of Chines... Gold is Money by AdvisorAnalyst 17 Mar 2010 at 9:24pm
by Nick Barisheff, BMG Inc.
Unlike the world’s currencies, gold retains its value
In a speech I recently gave at The Empire Club of Toronto , I ref... The Ins and Outs of Physically Backed Commodity ETFs by AdvisorAnalyst 17 Mar 2010 at 8:19am
This article is a guest contribution by Tom Lydon, ETFTrends.com.
Commodity exchange traded funds (ETFs) have attracted a rabid investor following... Pressure Increasing on China to Revalue Yuan; What Can Go Wrong? by AdvisorAnalyst 17 Mar 2010 at 8:15am
By Michael ‘Mish’ Shedlock
Pressure on China to do something about its allegedly undervalued currency is mounting by the day. Please consider the... Lessons from India by AdvisorAnalyst 17 Mar 2010 at 7:48am
by Norm Trainor
I just returned from a ten day business trip to India. During my trip, I learned many lessons about life, business and people in I...
Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ What's News Late Edition, March 17, 2010by The Wall Street Journal 17 Mar 2010 at 4:56pm
Stocks rise again as the Dow closes at a 2010 high; wholesale prices fall in February, showing inflation remains in check; and MillerCoors shakes things up with a new brew.
Jeffrey Saut Daily Audio Comment Raymond James
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