Leslie Kramer

Leslie Kramer

Leslie Kramer has worked as a journalist for over ten years covering a wide range of topics, mostly focused on corporate finance and investment and personal finance. She has also produced and hosted video interviews and pod-casts, developed conferences featuring executive speakers and written for public relations firms and non-profit organizations. Her portfolio of work includes magazine articles, news stories, Web pieces, marketing material, press releases, and White Papers.

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  1. Professionals

    Tips for Retaining Your Client's Heirs

    It's a good idea to start working with your clients' children early on to forge relationships and hopefully continue to manage that wealth.
  2. Professionals

    How to Break the Ice with New Clients

    Conducting an effective, initial client–advisor interview is an essential part of any advisor’s job. Here are a few tips on how to get started.
  3. Professionals

    Why Women Are Underprepared for a Spouse’s Death

    Women are typically less prepared for the death of a spouse than men. An advisor can help mitigate some of the financial burdens widows may end up facing.
  4. Investing Basics

    5 Things To Ask Before Hiring A Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for your financial future.
  5. Investing Basics

    Are You a Bottom-Up or Top-Down Investor?

    Both of these approaches are used to pick stocks. Here's a look at how they work.
  6. Professionals

    Beat Retirement Planning Anxiety with These Tips

    It’s never too early to start thinking about saving for a secure retirement. The key is to start early and not leave things to chance. Here's how.
  7. Professionals

    Where and Why Advisors Are the Happiest (or Not)

    Advisors are less satisfied with their employers this year compared to last, a new study reveals. Here's why and what makes them happy.
  8. Professionals

    How to Know When to Pass on an Investment

    Knowing what to invest in is important, but knowing what not to invest in is equally important. Here's how to decide when to walk away.
  9. Professionals

    3 Reasons to Fire Your Advisor

    There is no reason for a client to stay with a financial advisor who is not serving his or her needs. Here are some red flags to look out for.
  10. Professionals

    Tips on How Advisors Can Tap a Niche

    Most advisors know that marketing is key, but knowing how to market to the right audience is not always evident. Here are some tips.
  11. Professionals

    How Advisors Can Help Junior Partners Flourish

    Hiring a junior partner can be beneficial to a financial planning practice. Here's how advisors can help a new hire flourish.
  12. Professionals

    Top Tips for Inheriting a Book of Clients

    Inheriting another advisor's book of clients can be a big boon. Here are some tips on how to handle the transition.
  13. Professionals

    How to Help Clients Avoid Estate Planning Pitfalls

    Advisors play a vital role when it comes to estate planning. Here are some tips to help clients prepare properly and avoid estate planning blunders.
  14. Professionals

    How to Protect Elderly Clients from Predators

    Advisors dealing with older clients face a specific set of difficulties. Here's how to help protect them.
  15. Professionals

    Small RIAs: How to Level the Playing Field

    In order to compete with larger firms, small RIAs have to get a little creative. Here are a few ways to kickstart growth.
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