Vicki Stone, First Union Securities, Louisville, Ky. Vicki is the epitome of professionalism. She is a can do' person with a great attitude. She's well-respected and well-liked by everyone in the office and really...
Community investing part chat room, part investment club is the latest twist in the cyber financial world. Community investors rely on their peers for shared investment advice, and their results are tracked online...
Poor communication, patchy service, persuasive competition and piecemeal advice can send your clients packing.Customers on their way out may not say why they are going. But research and real-life experience show that...
Sandy Cleasby sums up what it takes to be a successful sales assistant with one word - communication."This is a communication business," she says. "We need to be able to listen to clients, verbalize their concerns...
Doug Stewart, First Union Securities, Fredericksburg, Va. Doug Stewart takes a professorial approach to his business, educating clients so they know and understand their investment choices. "It gives them tools they...
When building a book, sometimes there's more in a rep's way than the typical marketing obstacles and client objections. Meet four brokers who have faced personal health challenges along with the common stumbling...
A.G. Edwards' Scott Pinkerton is a team player. At 36, he's also a 2.85 million-dollar producer whose approach to the business has enabled him to operate efficiently in the office, create client loyalty and still have...
Need a vacation but don't know how to get up and go without packing guilt along with your sunscreen? Don't worry, it's not as difficult as you think. First, recognize the value of time spent away from the office, then...
