The Long Interview
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Thrive in a financial crisis
Thrive in a financial crisis: Quality Companies are doing it. Here's how...
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2008 Community Connect Awards
The market's down, but not out. Community involvement and a positive brand are key to a trusted client-advisor relationship, which is critical now more than ever. Who's going above and beyond to serve more than just their customer's business needs? What unique and creative ideas are banks developing to make an impact in their surrounding community? We spotlight the best of the best.
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Texas-sized support in the bank broker/dealer space
Scott Barnes saw a need for comprehensive financial planning in the bank channel. He decided to fill it. What can we all learn from his success?
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The power list
The credit crisis, turbulent markets, retiring boomers, technology, skyrocketing oil prices, new products, an election year. Changes are afoot in the bank channel; some good, some bad -- all exciting.
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Carolyn Paul's best laid (wealth management) plan
Carolyn Paul walked away from managing $1 billion to build a wealth management platform from scratch. We ask her about building the brand, gathering assets and serving her clients.
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Mark Newman's high-net-worth wisdom
High-net-worth clients - everyone wants them, but how do you reach them? It's not as hard as you think. Mark Newman's blowing away his wirehouse and RIA competition. Here's how he's doing it.
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Get big with small business
In this article, top bank advisors offer specific strategies to penetrate the lucrative small business market.
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Facing down the meltdown
When the subprime crisis hit home at the First National Bank of Arizona, the wealth management group had no choice but to get out in front of the problem.
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Lone Star
Read this article for an interview with Melanie Wesichwill, the top producer in the entire Primevest network, as she discusses how she built her practice in Victoria, Texas.
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Why you hate compliance
It's not really the legislation itself. Sarbanes-Oxley may be a pain, but advisors understand that the financial business needs to be regulated, both for themselves and for their clientele. This article explains why.