Mark Brown

  • A Lean, Custom Team for Today

    By Lewis Schiff  |  November 1, 2007

    One of the benefits of multi-disciplinary teams is that they can uncover hidden problems--or details--in a client's financial life. As we saw in last month's...

  • Protect Yourself

    By Melanie Waddell, AdvisorOne  |  July 1, 2007

    When it comes to protecting themselves from disgruntled clients and the long arm of regulators, advisors and their broker/dealers have to be on the ball....

  • Know their demands

    By Nick Hartshorn  |  January 1, 2007

    Is it better to ask more questions or fewer? Phone call follow-ups or e-mails? Monthly newsletters or a well-crafted Web site? While answers to those...

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