1 visitor like this article | Viewed 79 times | 0 comment
Summary: For most managers, the end-of-the-year employee compensation and performance review is one of the most dreaded events of the year. The average manager doesn’t have a disciplined approach for handling these critical discussions and decisions. The following tips will help you evaluate your current system and give you some ideas about how to improve the experience for you and your employees.
1 visitor like this article | Viewed 89 times | 0 comment
Summary: In the latest twist on robo-advice, Insight Advisors in Los Angeles aims to apply automated separate account management to the alternative investments business.
1 visitor like this article | Viewed 90 times | 0 comment
Summary: Donna Skeels Cygan is a most unusual financial advisor. She teaches clients how to invest in…joy, in addition to stocks and bonds. She gets lots of lucrative referrals from attorneys and CPAs, and turns them all down.
1 visitor like this article | Viewed 85 times | 0 comment
Summary: When responding to direct mail, sometimes investors are just curious. It is really important to determine first who is just looking, wants some “free” information or hopes to get a lead or two before buying anything. Qualifying is a skill that few salespeople learn well. Every contact is not a lead, and every lead is not a qualified prospect. Here are some tips for qualifying upfront, which would help avoid the problem you raised in your question to me
1 visitor like this article | Viewed 72 times | 0 comment
Summary: A majority of American women are confident they could manage the household finances if they lost their spouses, but many do not have all of the documents they need to handle the job, says a new study released Wednesday by BMO Private Bank in Chicago.
