Patrick Collins

Increase your boomer reach

By Staff Writer | April 1, 2009

When it gets this bad, the need for client contact is magnified significantly. With a steady diet of bad news, it's only natural that boomers...
Gain boomer business through the click of a mouse

By Jill Westfall | March 1, 2007

To effectively generate new business -- and brand yourself as a financial management expert -- think e-newsletters. Once a staple of the tech boom build-out,...
The Next Step

By Melanie Waddell, AdvisorOne | May 1, 2005

When considering a transition from commissions to fees, the first question for planners is usually something along the lines of "How much money am I...

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