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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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |