Fw: How To Connect Your Presentation To Client's Goals, Dreams & Fears

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From: Financial Advisor magazine <famag@fa-mag.com>

Sender: Financial Advisor magazine <karen@www-fa-mag.ccsend.com>

Date: Wed, 7 Jan 2015 11:14:58 -0500 (EST)

To: <mainandwall@gmail.com>

ReplyTo: famag@fa-mag.com

Subject: How To Connect Your Presentation To Client's Goals, Dreams & Fears

As a reader of Financial Advisor magazine, you may be interested in this promotion from RiXtrema:

How To Connect Your Presentation To Client's Goals, Dreams & Fears     Every tool you use must help in answering the 'so-what' question for your clients. Clients want to understand their investments and risks that they are taking. But that is not enough. Your presentation must speak to their goals, dreams and fears, otherwise all you have is a set of irrelevant numbers. Imagine being able to connect the risk that your clients take in the financial markets with their retirement goals in one simple screen. Watch this short video to see how it works. Click Here To Watch Video

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Fw: UBS Team With $500M AUM Joins HighTower

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Tue, 6 Jan 2015 12:01:42 -0500 (EST)

To: <mainandwall@gmail.com>

Subject: UBS Team With $500M AUM Joins HighTower

Home  |  Subscribe       Daily   Jan 06, 2015       Top Stories   UBS Team With $500M AUM Joins HighTower by MADDY PERKINS   The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management. READ MORE »   RIA Leaders: Top 20 Firms for 2015   Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far. READ MORE »       New Risks and Opportunities: Retirement Scan   New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns. READ MORE »   2015 Muni Expert Forecasts: High Demand, Rising Rates, Modest Issuance by CHRISTINE ALBANO   Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014. READ MORE »   Teaming Up? How to Form a Better Partnership by CHARLES PAIKERT   To make a deal work, "find out what values are most important to both of you," says Sean Montgomery, chief financial officer of The Bridgeway Group, based in Pasadena, Calif. READ MORE »   Wainscott Founder Gilbert's Son Charged in Killing of Father by PATRICIA HURTADO AND KATHERINE BURTON   The son of a hedge fund founder was charged with murder after New York police said he staged the shooting death of his father to look like suicide. READ MORE »           White Papers   Investment Management Consultants Association®: Top 3 Articles of 2014   The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing.  Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance. READ MORE »   Overcoming Transition Hurdles   One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations. Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.  *The Cogent Discovery Series: Advisor Channel Migration TrendsTM 2013.      READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   Deep Impact—How Optimal Social Security Strategies Affect Portfolio Longevity   Groundbreaking research in the Journal of Financial Planning reveals surprising findings about Social Security optimization and its outcome on two critical elements for a successful retirement--portfolio longevity and tax-efficient withdrawal strategies. READ MORE »   Increasing Customer Loyalty and Your Profits Simultaneously   Banks have had a tough time fitting retail securities into their traditional business mix. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For more information about reprints and licensing content from Financial Planning, please visit www.SourceMediaReprints.com or contact PARS International Corp. (212) 221-9595.   You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

Fw: Bill Gross: 'The Good Times Are Over'

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From: ThinkAdvisor Daily Wire <admin@enews.sbmedianews.com>

Date: Tue, 06 Jan 2015 15:32:07 -0500

To: <mainandwall@gmail.com>

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Subject: Bill Gross: 'The Good Times Are Over'

View this in your browser   The Lead January 6, 2015 Bill Gross: ‘The Good Times Are Over’ The Janus manager locates the current market at the end of a decades-long, credit-fueled supercycle, noting “the time for risk taking has passed.” Read more Featured News Sallie Krawcheck Misses Wall St., Warns Volatility Will Hurt Banks “I'm a recovering research analyst, so I am a skeptic of everything,” Krawcheck said. Read more Oil’s Plunge Bad for Markets, Good for Economy: Expert There's "bleeding" into equities, notes Quincy Krosby of Prudential Financial, but few job losses in the energy field. Read more CFP Board Names Camarda Case Lawyer as Its General Counsel Leo Rydzewski hails from Holland & Knight, the law firm representing the Board in its legal battle against the Camardas. Read more Advertisement Need more touch points with your clients? Add to your marketing efforts by giving clients FREE investor fact sheets from popular investing sectors. Mariner Acquires RIA Vantage Investment Advisors Mariner Wealth Advisors expands its Northeast presence with acquisition of Pennsylvania-based RIA firm Vantage Investment Advisors. Read more Featured Commentary Economic Indicators and Their Effects on the Markets By Mike Patton Economist Bernard Baumohl draws links between specific economic indicators and the attendant reactions of stocks, bonds and the dollar. Read more     Introducing Earn and Track Credits with the new app from ThinkAdvisor Connect with us More eNewsletters Get the best of ThinkAdvisor, from proven market updates and news, the best in portfolio construction, wealth management, and retirement plans. Check out the ThinkAdvisor eNewsletters now Think Community Join ThinkAdvisor for free today.     You have received this email at mainandwall@gmail.com. Click here to unsubscribe from The Daily Wire. Privacy Policy | Advertise | eNewsletters | Magazines   Summit Professional Networks 4157 Olympic Blvd, Suite 225 Erlanger, KY 41018 1-800-543-0874

Fw: New Year's Resolution #3 - Gain a Competitive Advantage in 2015

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From: "Soundview Executive Book Summaries" <service@summary.com>

Date: Sat, 03 Jan 2015 08:08:18 -0800

To: <mainandwall@comcast.net>

ReplyTo: service@summary.com

Subject: New Year's Resolution #3 - Gain a Competitive Advantage in 2015

Get the Essentials Collection FREE | View Web Version

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