The Importance of Active Campaigns and Timely Follow-ups
Despite being the most frequently asked and debatable, questions like “What’s the best strategy to gain new leads?” and “What’s the best way to follow up with a prospect?” are still very important in any financial advisor’s practice.
What If Fed Tapers? How Does a Risk Manager Prepare?
In Part 2 the stress test of Fed tapering QE is discussed as a way to cover for shortcomings of risk models. Incorporating plausible macro scenarios is necessary to make...Read More