The Inside Edition

May 2005
Our Mission

The McHenry Group provides risk management and business development support to the investment-based benefits marketplace.
 
Its affiliates include:

  • McHenry Consulting
  • North Point Advisors, LLC
  • PlanTools, LLC

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    Contact Information

    The McHenry Group
    2200 Powell Street
    Suite 610
    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
     
     

     
    The Power of a Good Idea
    by Ward Harris

    Good ideas come from many places and grow for many reasons. The retirement marketplace and its professionals can learn something from innovations in other industries.

    [FULL STORY]
     
    There Is No Substitute for Networking
    by Phil Chiricotti

    Margins for retirement providers remain thin, the industry witch hunt continues and the equity markets can no longer hide the sins of the inefficient. Advisors will need to reformulate their value propositions to succeed.

    [FULL STORY]
     
    Growth Innovations for Revenue-Minded Companies
    by Kevin Adams

    Staying in front of buyers with periodic contact is effective and inexpensive. It’s also what helps turn suspects into prospects and prospects into clients. The following outlines how to create leads and what to do with them when you have them.

    [FULL STORY]
     
    Short Takes
    Fund Ratings
    A Perfect Storm?

    Following a subpoena from Elliot Spitzer, an SEC investigation and a year-long IPO, Morningstar is now faced with questions about its vaunted star rating service.

    [FULL STORY]
     
    Short Takes
    Speaking of the SEC
    Can You Keep a Secret?

    A plan under SEC investigation in San Diego saw six current and former trustees of the city employees’ pension board charged with felony conflict of interest for allegedly voting to raise their own pensions as part of an overall plan that led to a $2 billion deficit.

    [FULL STORY]
     
    Archives
    Issue 7
    April 26, 2005
    Vol. 1 Issue 7
    Issue 6
    March 15, 2005
    Vol. 1 Issue 6
    Issue 5
    February 17, 2005
    Vol. 1 Issue 5

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    Published by The McHenry Group
    Copyright © 2005 The McHenry Group. All rights reserved.
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