Gerri Leder

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Recent Stories From This Author

Change With The Times
November 1, 2010 You're at a crossroads so you need to take stock of new ideas for your clients.

Delivering Top-Notch Client Service
October 1, 2010 Having a great team behind you is essential to providing the best client service.

The Power Of Longevity
September 1, 2010 By Gerri Leder Staying power doesn't mean you can get cozy in the cobwebs, instead, pit that experience against your...

You're the Star of the Show
August 1, 2010 You can't outsource delivery presentation, so it's your time to shine when you give investor seminars.

Life Events: Moments To Build Trust And Relationships
July 1, 2010 These emotional events are not financial in nature, but in these situations people will turn to those in their lives who offer...

In The World Of Managed Money, Advisors Still Add Value
June 1, 2010 Here's what advisors must do now to sharpen their edge.

Keeping In Touch And Getting New Business With Social Media
May 1, 2010 Confusion reigns on just what is allowed when it comes to social media - some advisors share with us how they use it.

Great Advisors, Like Great Litigators, Perfect The Art Of Discovery
April 1, 2010 You need to uncover clients' financial needs like a lawyer uncovers legal facts.

Are You A Thought Leader?
March 1, 2010 Most branches have one and they're not necessarily the oldest or the top producers.

Emerging From Crisis With the Three Rs
February 1, 2010 The eventual winners will be those advisors who review, regroup and reform their assumptions.