The Week's Top Blog Posts: Finding Clients One Referral at a Time

WEALTH MANAGEMENT MADE PERSONAL ALERT Finding Clients One Referral at a Time Generating referrals is not a numbers game. Referral Coach Bill Cates says that it is better to get one great referral than a litany of names. Do Advisors, Clients Suffer From PTSD? When we think about post-traumatic stress disorder, we typically envision combat, tornadoes, and hurricanes. But PTSD is not limited to life-threatening events. Events threatening financial security (and even career-security) can be very traumatic. Estate Planning Lessons From Tony Soprano To put it bluntly, James Gandolfini’s estate is a mess. His faulty estate planning provides a good lesson of the types of complications that can arise for clients who rely heavily on a will. You are currently subscribed to onwallstreet.com as: buzzhairs.finance@blogger.com. Send this eNewsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809