Fw: Why Face-to-Face Communication Still Wins

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Sun, 20 Jul 2014 14:00:56 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: Why Face-to-Face Communication Still Wins

Home  |  Subscribe       30 Days 30 Ways   Jul 20, 2014         Why Face-to-Face Communication Still Wins by DAVE LINDORFF   Everyone agrees that communication is a key to building a successful practice as a financial advisor, but not all communication is equal. READ MORE »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to 30 Days 30 Ways as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

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Fw: New Breakaway Firm Helps $600M Morgan Stanley Team Go Independent

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Wed, 16 Jul 2014 12:16:53 -0400 (EDT)

To: <mainandwall@comcast.net>

Subject: New Breakaway Firm Helps $600M Morgan Stanley Team Go Independent

Home  |  Subscribe       Daily   Jul 16, 2014       Top Stories   New Breakaway Firm Helps $600M Morgan Stanley Team Go Independent by MADDY PERKINS   A Morgan Stanley team that managed over $650 million has gone independent using a new consultant. READ MORE »   IRS Clarifies IRA Rollover Limitation by MICHAEL COHN   The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements. READ MORE »       CDs Fashionable Again for Low-Risk Yield: Wednesday's Retirement Scan   What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans READ MORE »   ETF Assets on the Rise, Top 3 Providers Dominate by MADDY PERKINS   The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012. READ MORE »   Giving Surges 38% at Schwab Charitable; Assets Grow, Too by ANN MARSH   Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds. READ MORE »   What Successful Advisor Teams Get Right by DAVE LINDORFF   Teaming up can leverage financial planning skills, but many teams, like many marriages, fail. Here's what you can do to make it work so you can best serve clients for the long run. READ MORE »           White Papers   Glide Path Within a Glide Path   American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. READ MORE »   Emerging Markets: Investing in Developing Economies Can Pay Dividends   Take an in-depth look at why the case for emerging markets remains strong. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Daily as: mainandwall@comcast.net. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

Fw: Social Media: Target Efforts for Maximum Benefit

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Mon, 14 Jul 2014 12:11:20 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: Social Media: Target Efforts for Maximum Benefit

Home  |  Subscribe       Daily   Jul 14, 2014       Top Stories   Social Media: Target Efforts for Maximum Benefit by BRUCE W. FRASER   You want to be where your clients are. Social media provides an excellent path to make connections to existing clients and prospect for new ones. READ MORE »   Comprehensive Planning: Time to Add Staff? by ANDREW COEN   Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff. READ MORE »       Why Direct Mail Still Works for Advisors by BRUCE W. FRASER   With the virtual onslaught of email and spam, people enjoy an old-fashioned letter in their mailbox, making it a great way for advisors to stay top-of-mind. READ MORE »   Retirement Is More Expensive Than You Think: Monday's Retirement Scan   Are you paying too much for long-term care?; Retirement savings makes you healthy and wealthy; Talk to your spouse and stop blaming each other READ MORE »   Advisor Opportunities in Aging Population? by KENNETH CORBIN   Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared. READ MORE »   Does Your Client Need a Revocable Trust? by TRACY CRAIG   These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients. READ MORE »           White Papers   Glide Path Within a Glide Path   American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. READ MORE »   Emerging Markets: Investing in Developing Economies Can Pay Dividends   Take an in-depth look at why the case for emerging markets remains strong. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

Fw: The future belongs to those who believe in the ...

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From: On Wall Street <groups-noreply@linkedin.com>

Date: Sat, 12 Jul 2014 18:54:57 +0000 (UTC)

To: Bob Sefcik<mainandwall@gmail.com>

Subject: The future belongs to those who believe in the ...

The future belongs to those who believe in the beauty of their dreams. ~ Eleanor Roosevelt

Groups Popular discussions in: On Wall Street View all discussions The future belongs to those who believe in the ... Mindy Diamond Founder, President and CEO at Diamond Consultants The future belongs to those who believe in the beauty of their dreams. ~ Eleanor Roosevelt View Discussion You are receiving Groups Digest emails. Unsubscribe This email was intended for Bob Sefcik (President, MAIN & WALL Financial™). Learn why we included this. © 2014, LinkedIn Corporation. 2029 Stierlin Ct. Mountain View, CA 94043, USA

Modular_Finance

Is both a process and a journey and on that journey you must plan to discover and be able to adapt to change! pivot
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Re :

Selling structured products to investment muppets is not our definition of financial planning
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Fw: Today’s Sector Summaries

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From: Seeking Alpha <account@seekingalpha.com>

Date: Sat, 12 Jul 2014 07:47:07 -0400

To: <mainandwall@hotmail.com>

Subject: Today's Sector Summaries

Commodities

WASDE: No Longer Record Corn Production by T. Marc Schober

This Asset Is Going To Double Or Triple... But There's One Problem by Amber Lee Mason

ETFs & Portfolio Strategy

Buy-Write CEFs Are An Alternative To An S&P 500 Dividend Fund by Left Banker

Beware Of Cash Bloat: More Is Not Always Better by Chet Zaluga

Don't Count On Dividend ETFs To Play Defense by David Fabian

Forget 2008 While Avoiding Popularity by Smead Capital Management

Make Money From Mr. Market's Mercurial Moods by Toby Shute

CSD: Taking Advantage Of Spin-Offs' Extraordinary Returns by Kevin Means

The Bears On Gold ETFs Are Wrong by Gary Gordon

ETF Stats For June 2014 - Product Count Tops 1,600 by Ron Rowland

Finding Value In China A-Shares by ValueWalk

An S&P 500 Dividend Fund Vs. BuyWrite Funds by Nathan Buehler

The Importance Of A Relative Value Rebalance: Case Study Of Europe by WisdomTree

Industrial Select Sector SPDR ETF: XLI's 2014 Halftime Report And Seasonality by J.J. McGrath

Forex

Week In FX Asia: INR Modi's First Budget Short On Details by Dean Popplewell

Poor Canadian Employment Numbers Jolt The Loonie by Ralph Shell

Week In FX Europe: EUR Limps Into Next Week by Dean Popplewell

Week In FX: Canada's Loonie Hung And Quartered by Dean Popplewell

USD/CAD: Greenback Breaks Above 1.07 On Dismal Canadian Employment Data by Dean Popplewell

Economy

FATCA: The Road To Hell Was Paved With Good Intentions! by Michael Chandler

Risk Is Back, It's The Euro, Stupid! by Shareholders Unite

Pricing The Draghi OMT Put by Alpha Now at Thomson Reuters

U.S. Dollar Chart: Clueless About Currency Markets by Harry Dent

Quarterly GDP Reports: Read At Your Own Risk by James Picerno

Brazil Giving Up Another Goal? by Marc Chandler

Earnings

What To Look For In Baidu's Q2 2014 Earnings Report by Xiaofan Zhang

Google Q2 2014 Preview: Core Business, Android In Focus; Buy On Weakness by WestEnd511

Here's What The Buy Side Expects From Citigroup by Leigh Drogen

Johnson & Johnson Earnings Preview: Pharma Buisness To Remain Strong by Trefis

Earnings Preview: Yahoo Q2 2014 by Selerity Research

Earnings Preview: Intel Q2 2014 by Selerity Research

Earnings Preview: Goldman Sachs Q2 2014 by Selerity Research

Infosys Reports First Quarter Earnings Results by Bidness Etc

Update: Wells Fargo Earnings by Jason Russ

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