JD Supra

Helping Advisors Build a Clientele and Assets Under Management Part 2 – Using Private Placement Life Insurance to Raise AUM and Sell Life Insurance

In the last installment I pointed out with pride the benefits of knowing “squat” at least in regard to the weight room. Fortunately, I have avoided serious injury in my lifting career. In fact, Aunt ...
Forbes

How To Build A Loyal Local Clientele

New York native and nomad by choice—Emily is a marketing & PR pro, now the founder of the award-winning R Public Relations, New York. I attribute much of my success—and the joy my work has brought ...
JD Supra

NOWOTNY KNOWS SQUAT! Helping Advisors Build a Clientele and Assets Under Management (AUM)!

This is the first installment of a series in the new year to help financial advisors to build and retain a clientele and increase assets under management with cutting-edge ideas. Each article is ...
Financial Planning

First-generation immigrants are a lucrative but untapped market for wealth managers

As the first to learn English in her family when they moved to the U.S. from Colombia, Catalina Franco-Cicero shouldered the responsibility of writing household-expense checks for her mom. Today, as a ...