Results for "client servicing"

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Looking to calm your clients? Test out a dachshund

March 30, 2010

No client enters McNamara Financial Services Inc. without being greeted by the friendly barks of three energetic dachshunds. It may be unconventional, but this family-owned advisory firm has used the three dogs — Dash, Brooklyn and Trot —...

Advisers prep antidotes for tax hike

March 28, 2010

Investor concern over the cost of health care reform is likely to manifest itself in a flood of questions to financial advisers about how best to protect assets from an expected hike in taxes. In preparation, advisers are weighing several solutions,...

Seven things you should know about advising 30-somethings - Lifestages: The 30-something client

March 4, 2010

In a four-part series called Lifestage that begins today, InvestmentNews is exploring those same issues with four segments of the investment advice market. We want to learn what makes the people in these demographics tick and to explore their...

Prospecting for clients? Try beer

February 24, 2010

Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients. A few years ago, Mr. Feight, owner of IAM Financial LLC, bonded with one...

Service levels: Getting the message out

February 23, 2010

I was reminded yesterday of the importance of communication — in an unusual way — as I checked out of a hotel in Miami where I was attending a meeting. I noticed that the person standing next to me looked familiar. Turns out it was John...

Defining platinum-level services

February 16, 2010

Last week, I found myself among thousands of snow-stranded travelers on the East Coast trying to get home. After countless hours of waiting in lines and hoping to get on as a standby to Chicago, I landed a seat on an extra flight United Airlines...

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