Are You Taking the Necessary Steps to Build Business Owner Loyalty?

In a recent survey of VIP Forum members, 63% of firms reported that business owners’ focus on business, not personal financial issues is the primary challenge in serving business owner clients.  However, The VIP Forum’s proprietary survey of wealthy business owners indicates that providing valuable advice on personal financial issues (e.g., retirement planning, asset allocation), […]

3 Strategies to Reignite Revenue Growth

The VIP Forum held its annual executive meeting last week, hosting nearly 40 senior executives from across the North American membership.  Wealth management executives gathered for a one-day meeting to discuss challenges and solutions to boosting sales effectiveness.  With executives self-reporting revenue growth goals of 14% for 2010, the question on everyone’s mind was “how […]

Surprising Lessons from the Mortgage Industry

Over the past few years, every aspect of the mortgage industry has been examined with a fine toothed comb by the media, regulators, consumers, and lenders alike. Well, it seems like they missed a spot. With new regulations coming into effect and changing consumer needs, the industry will be forced to focus on the efficiency […]