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By James J. Green, AdvisorOne |
March 27, 2012
Pershing director Kim Dellarocca notes that not only do women represent a âcrucial client opportunityâ because of their control of wealth, but also because of their expressed dissatisfaction with their current advisors.
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By Editorial Staff |
November 21, 2011
In 2011, Investment Advisor published a practice management series on how to grow your firm featuring contributions from Philip Palaveev of Fusion Advisor Network; Spenser Segal of ActiFi and a member of the 2011 IA 25; and Susan Hirschman of SHE LTD.
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By Editorial Staff |
August 25, 2011
September brings the 21st annual Broker-Dealers of the Year awards.
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By John Sullivan, Advisorone |
January 6, 2011
Author Susan Hirshman and advisor Michelle Smith tell Investment Advisor and AdvisorOneâs John Sullivan about the retirement red flags to watch out forâand how to handle them once they arise.
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By John Sullivan, Advisorone |
November 10, 2010
Author and advisor Charlie Farrell calls for benchmarks for retirement income management.
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By James J. Green, AdvisorOne |
November 8, 2010
At the Retirement Income Symposium in Chicago, Susan Hirshman spoke to 120 advisors about the opportunity, but also the special approaches necessary, to better serve women as clients.
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By James J. Green, AdvisorOne |
October 20, 2010
Advisors' biggest concern: getting clients today, getting new advisors tomorrow.
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By Staff Writer |
September 1, 2010
Susan Hirshman GOT the motivation to write her new book--Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success...
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By Staff Writer |
August 1, 2008
If you're looking to articulate your message to attract the best kind of clients, consultant Susan Hirshman suggests you start with your current clients. You...
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By James J. Green, AdvisorOne |
August 1, 2008
When advisor Paul Sutherland is considering stocks for possible inclusion in his Utopia Funds portfolios, he evaluates the strength of the company's brand since, he...