by Patrick M. Kelly | Aug 29, 2013 | Clients, Life Insurance
“Financial advisors should take a second look at the potential of life insurance. These products can be a crucial piece of an advisor’s business and a means for an advisor to create deeper and long-lasting client relationships. Life insurance is known to be a “sticky”...
by Patrick M. Kelly | Aug 5, 2013 | Clients, Financial Advisors
Client events can yield big returns. Some financial advisors report that up to half their annual referrals come from them. Doing an event right, though, is not easy. There is no one right way to do an event. But advisors who do them often and well say that the idea of...
by Patrick M. Kelly | Sep 2, 2011 | Clients
San Diego based wealth management firm, HohyleCohen, affiliate of Focus Financial Partners, has launched a separate practice group staffed by women and targeted at women — specifically high-net-worth women over 45 who own their own businesses, are going through...
by Patrick M. Kelly | Jun 24, 2011 | Clients
“Building your women clientele takes longer, but they are more loyal.” This is how Sallie Krawcheck, president of Bank of America Merrill Lynch’s global wealth and investment management unit, views the differences between client genders. Her remarks were made as part...
by Patrick M. Kelly | Feb 16, 2011 | Clients, IRS
Have your clients been hiding money in an off-shore account? No need to admit it here, but the IRS is offering another (the most recent previous one was in 2009) amnesty program through August 31, 2011. Hidden offshore accounts currently risk detection by the IRS and...
by Patrick M. Kelly | Dec 23, 2010 | Clients, Financial Advisors
Building a recognizable brand name takes time, but will ultimately keep existing clients loyal and attract new business as well. When developing your brand, you need to think about how you choose to run your business. Make sure when you establish your brand name, to...
