Erin is the communications consultant in the Advancement Division at The College.
Orem Robbins, CLU®, ChFC®, RHU®, turned 99 years old on February 5, 2014, but the former insurance executive is mysterious about his secret to longevity. Read More >
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
It’s still early in 2014 and now is a perfect time to consider what you can do to add value to your client experience. Chances are your competition is currently prospecting your top clients, so you can be sure that a few of them are wondering what value they’re getting from retaining you as their financial advisor. Read More >
Kenneth Polcari is director of NYSE Floor Operations for O’Neil Securities, Inc. He is also a regularly featured market commentator on CNBC’s Power Lunch with Sue Herera and Tyler Mathisen and Taking Stock with Pimm Fox, among others. Kenneth.Polcari@wcinput
What are investors’ greatest concerns for the 2014 market? Read More >
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