Journal of Wealth |
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CEG Worldwide 2003 Articles
| Article and Direct Link | Description |
|---|---|
VAM, Bam |
Value-added marketing programs are popular now, but do they live up to their name? |
Touch and Grow |
It's the advisor relationship, not investment performance, that matters most to the affluent. |
Expert Companions |
Study groups allow you to brainstorm and share experience with carefully chosen peers. |
Build Your Business with the Investment Consulting Process |
Use the investment consulting process to build the long-term relationships your clients want. |
Outsource It! |
Spend less time with your computer and more time building valuable client relationships. |
A Fork in the Road |
To implement a wealth management business model, you have three paths to follow. |
New Wave Biz Plans |
Business planning is as important as ever, but new models are focused on real-world results. |
Wealthy Psych 101 |
The nine personality types you might encounter while working with high net worth clients. |
Passing It On |
High-quality referrals don't just happen. You've got to have a proven system in place. |
The Power of Pull |
Your marketing strategy should pull your clients to you, not push them into buying. |
You're the Expert |
To position yourself as an expert, first believe you are one—and then prove it to your clients. |
The Perfect Match |
One key to a profitable practice is finding a GROUP of affluent clients who share your interests. |
Finding Your Center |
By reaching out with reassurance, you can bring in new business during market downturns. |
