WealthManagment.com Daily Memo
View Online
Wealth Management Daily Memo

JANUARY 3, 2018

CLIENT RELATIONS

Advisors Face an Impossible Problem

Avi Z. Kestenbaum

We have to lead by example, and it has to start much earlier.

FULL ARTICLE

CLIENT RELATIONS

Take a Cue from Al Green

April Rudin

Staying with clients through times “good or bad, happy or sad,” means choosing to talk to them now, when markets are doing well, rather than waiting until you have to, after the inevitable downturn.

FULL ARTICLE

SPONSORED CONTENT

Five Ways to Grow Your Business Beyond Your Book

Sponsored by Kestra Financial

Discover the five key areas to jump-start your growth plan.

DOWNLOAD WHITE PAPER

EQUITIES

For Stocks to Succeed, Tech Needs to Lead Again

Nicholas Colas

The sector is actually cheaper than some others, even though revenues are forecast to grow faster than any other S&P 500 group.

FULL ARTICLE

Bloomberg