|
Contact Information
|
The McHenry Group 2200 Powell Street Suite 100 Emeryville, CA 94608 Phone: 510-595-2900 Toll free: 800-638-8121 Fax: 510-420-1732 info@mchenrygroup.com Additional information may be found at: www.mchenrygroup.com
|
|
|  |
|
|
State of the Retirement Industry: Death of a Salesman or Birth of a Profession?
Key Observations from an Industry Insider
by Phillip Chiricotti
The retirement market continues to mature, but market dynamics are clearly changing. The industry is suffering from too much unpolished regulation, the rules seem overly restrictive, the regulations are less than clear and the regulators rarely provide guidance in advance.
[FULL STORY]
|
Trends Affecting Benefit Service Providers
by Paul Kampner
Years from now, industry
professionals will look back on 2006 and see that it was a transitional year that started a restructuring the likes of
which we have not seen since the early ‘90s when 401(k) plans began to emerge
as the primary retirement benefit offered by most companies.
[FULL STORY]
|
Marketing Matters
Maximum Returns From Conference Investments
by Kris Klein
Time, money, effort -– all costs of participation at industry confereces as attendee, presenter or sponsor -– are some of the most important investments professionals and institutions can make. Let's review the key questions regarding financial services conferences and how to make sure you get all the returns you deserve.
[FULL STORY]
|
Business Management
Making Every Transaction Count
by Richard Fowler
There are really only three basic ways an advisor can
increase their profits: become more efficient, get more business from existing
clients, and/or get more clients. An
automated Customer Relationship Management (CRM) system can help in all three
of these areas.
[FULL STORY]
|
|
| |
|
|
|
