SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries Tagged as 'Money Market'

Are You Watching Out For Your Clients’ Money Market Accounts?

December 10th, 2007 · 1 Comment

Bill Gross, founder and chief investment officer of PIMCO, had a great article in Fortune last month. He described the ’sub-prime’ financial mess this way:
“The tangled web of sub-primes has claimed more than its share of victims in the last months; homeowners by the hundreds of thousands, to be sure, but also those who created, […]

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Tags: Mortgage · Money Market · Business Development · Client Communications · Financial Planning · Credential