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CLEARING THE HURDLES TO GROWTH

Steve Gallo of U.S. Financial Services, LLC and Scott Tobe of Signature Financial Planning featured in recent Registered Rep magazine article

Three years ago, William White and his partner got serious about growth. White had teamed up with a fellow Merrill Lynch advisor 10 years before, expecting to see assets and revenues of the Martin White Group, their joint Chicago practice, start soaring.  more...

 

SAME-SEX MARRIAGE RAISES DIFFERENT PLANNING ISSUES

Jennifer Hatch of Christopher Street Financial featured in recent InvestmentNews article

The legalization of same-sex marriage last week in New York already is sending gay and lesbian couples to their financial planners for advice.  more...

 

LISTEN TO YOUR CLIENTS

Eric Brotman of Brotman Financial featured in recent Registered Rep Magazine article
 
When Jim Karabas joined Vestor Capital as managing director four years ago, he came with a few goals. One was to boost client satisfaction with the Chicago-based firm—and increase retention. To that end, he started conducting regular surveys looking for client feedback, first via snail mail, then through email.  more...
 
 

PROFESSIONALIZING YOUR PRACTICE

 
Andy Brief of Brief Retirement Strategies quoted in recent Research Magazine article
 
Lots of big producers lack knowledge of the ins and outs of planning, and many planning wonks are inept as rainmakers. Put the two together and you've really got something. more...
 
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