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Investment Advisor
January 2007
Kara Stapleton
How to Hire People Of all the practices and procedures RIAs must establish, the management of human capital may be one of the most important because it affects the overall success of the firm. mark for My Articles similar articles
On Wall Street
October 1, 2008
Ray Sclafani
So Many Client Segments, So Little Time A strategic approach to client segmentation improves customer satisfaction and your bottom line. mark for My Articles similar articles
Financial Planning
June 1, 2010
Gabriel Garcia
Divide and Conquer As the needs of clients expand and profitability contracts, advisors can use segmentation to improve their service strategy. mark for My Articles similar articles
Investment Advisor
July 2006
Upgrades Pershing LLC announced healthy growth in the number of RIAs custodying client assets and trust accounts through its Pershing Advisor Solutions unit... Charles Schwab & Co. announced June 14 a broad reduction and simplification of pricing for its retail... etc. mark for My Articles similar articles
Investment Advisor
August 2006
Susan L. Hirshman
The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs. mark for My Articles similar articles
Financial Advisor
November 2006
LeBlanc & Brounes
Embracing The Future Financial advisory affiliates Pershing and Lockwood get the thumbs-up for their vision, a smooth transition and high client satisfaction. mark for My Articles similar articles
Financial Advisor
August 2005
Joel P. Bruckenstein
Pershing Pushing For RIA Business Pershing LLC is aggressively pursuing opportunities in the registered investment advisor (RIA) market segment, and has renamed its key advisor support group as part this new push, company officials said. mark for My Articles similar articles
Investment Advisor
April 2008
James J. Green
New COO for PAS Pershing Advisor Solutions conducted a nationwide search for the job of chief operating officer, and found the top candidate in the office next door, naming Karen Novak, former managing director and chief operations manager, as COO. mark for My Articles similar articles
Financial Advisor
July 2006
Raymond Fazzi
They've Got Your Back To win financial advisors' business, custodians are offering to take over the back-office grunt work. mark for My Articles similar articles
CRM
February 2008
Jessica Tsai
The Smallest Slice A pristine customer database - names, addresses, phone numbers, all neat and clean - is only the first step. Now you have to market to certain parts of that group: How do you carve out just the right piece of the pie? mark for My Articles similar articles
Registered Rep.
November 1, 2004
David A. Geracioti
New Perks for Smith Barney HNW Clients The firm has introduced a new segmentation program designed to offer benefits to clients based on the level of assets they keep. mark for My Articles similar articles