Laura Curtis Ferrera

Decorative pattern

Planning and Advice

Gift giving: The thought, timing matters

Sure, advisors take care of financial matters for their clients but there’s a personal side to the advisory business that should be nurtured as seriously and conscientiously as any investment portfolio. Fostering a deeper connection between broker and client creates a sense of interpersonal obligation that has become essential to client retention. Most advisors already […]

By Laura Curtis Ferrera |August 16, 2010

3 min read

Decorative pattern

Planning and Advice

Shaping your brand

It’s proven that marketing is a leading indicator of success in terms of asset gathering, which in turn leads to increased revenue. And I truly believe marketing is particularly important (and potentially easier) during uncertain markets, when investors are skittish about heavy-handed sales techniques and investing in general. The one mistake I made years ago […]

By Laura Curtis Ferrera |March 16, 2010

7 min read

Decorative pattern

Planning and Advice

Shaping your brand

It’s proven that marketing is a leading indicator of success in terms of asset gathering, which in turn leads to increased revenue. And I truly believe marketing is particularly important (and potentially easier) during uncertain markets, when investors are skittish about heavy-handed sales techniques and investing in general. The one mistake I made years ago […]

By Laura Curtis Ferrera |March 15, 2010

7 min read

Decorative pattern

Planning and Advice

Shaping your brand

It’s proven that marketing is a leading indicator of success in terms of asset gathering, which in turn leads to increased revenue. And I truly believe marketing is particularly important (and potentially easier) during uncertain markets, when investors are skittish about heavy-handed sales techniques and investing in general. The one mistake I made years ago […]

By Laura Curtis Ferrera |March 15, 2010

7 min read

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