Communication

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Planning and Advice

How to talk to wealthy prospects

You’re at a charity event supporting breast cancer research at the Ritz-Carlton. It’s black tie, complete with a chamber orchestra, silent auction and champagne. You’re surrounded by wealthy prospects and see one standing alone—a fashionable, middle-aged woman. How can you talk to her without sounding like a fool?

By Rosemary Smyth |January 17, 2014

3 min read

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Planning and Advice

A web app to manage your workflow

Almost every client meeting generates a slew of new activities. But having staff to assist in transactions doesn’t automatically mean these things get done more quickly, accurately, or even efficiently. That’s why I was so pleased to discover the web-based app Workflowy. It’s a simple list maker that’s feature-rich, shareable, searchable, archivable and taggable.

By Kevin Cork |January 17, 2014

3 min read

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Industry

Goldman Sachs parody Twitter account looking for book deal

The person behind anonymous Twitter account GS Elevator Gossip wants to write a book, reports New York Magazine.

By Staff |January 10, 2014

1 min read

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Industry

Tackle cross-generational planning

Advisors have four main types of clients.

By Dean DiSpalatro |January 7, 2014

3 min read