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...
by Patrick M. Kelly | Dec 17, 2010 | Financial Services Industry
As if this year hasn’t been difficult for most people in the financial industry, now they have one more day of work that would normally be a holiday. When market holidays fall on a Saturday, the markets close on the Friday before unless it is the end of a monthly or...
by Patrick M. Kelly | Jul 9, 2010 | Financial Services Industry
[pullquote]…there is $10 trillion in high-net worth bankable assets that haven’t been tapped.[/pullquote] There has been a significant decrease in assets under management in the global wealth management industry since 2008. High-net worth clients have lost...