Kurt Rosentreter

Urge clients to reconsider going DIY

As a full service financial planner, I’m tired of the newspaper and magazine columnists trying to convert everyone into a do-it-yourself investor. Week after week there are articles preaching to the masses with come-ons like “buy stocks for $9.99,” “trade options on your own,” “ten reasons to hate mutual funds,” “five minutes to building an […]

By Kurt Rosentreter |November 1, 2009

3 min read

Planning and Advice

How to really get an accountant’s attention and put your practice over the top

(August 19, 2003) Here’s the problem: In the race for the high net worth, advisors are all pursuing the same prospects. Some advisors have found a viable solution by re-tooling their practices and tweaking their marketing campaigns to include private dinner parties, exclusive meetings with clients and money managers, and high-end golf trips — all […]

By Kurt Rosentreter |August 19, 2003

5 min read