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

    Advisors: Get Those Referrals! (Here's How)

    If you're not talking to your clients about referring you to friends, you should be.
  2. Retirement

    Advisors: Broach this Topic with Grandparents

    Talking to older clients about financial planning for their grandchildren may help secure a new generation of clients.
  3. Professionals

    How to Respond to 'I Already Have an Advisor'

    Every advisor has met someone who already works with an advisor. Here are some tips for keeping the door open.
  4. Professionals

    Surviving an SEC Audit: Tips for Advisors

    Your firm may never be audited by the SEC, but you need to be prepared nonetheless. Follow these tips to make sure you're in compliance and organized.
  5. Professionals

    Common Mistakes Advisors Make with Clients

    Financial advisors should learn to avoid making these these common mistakes with clients.
  6. Professionals

    How Advisors Should Prep for an Initial Meeting

    First impressions count, so prepare well for your first meeting with a client. Get to know as much as you can about the person and be ready to answer questions.
  7. Professionals

    Toughest Questions Clients Ask Advisors

    Here are some of the toughest questions clients ask and how advisors should answer them.
  8. Professionals

    A Networking Cheat Sheet for Advisors

    Effective networking is essential for financial advisors looking to grow their practice. Here are some tips on how to make the process easier.
  9. Professionals

    Questions to Expect from Prospective Clients

    Advisors should be prepared to provide answers to these common questions asked by prospective clients.
  10. Professionals

    How to Impress Clients: The First Meeting

    When meeting a prospective client you don’t want your first impression to be your last. Here are some tips to make sure there's a second meeting.
  11. Professionals

    The Top 10 Summer Reads for Financial Advisors

    Here is a list of 10 books for advisors who want to unplug but still bone up.
  12. Professionals

    RIA Dealmaking Levels Off

    M&A activity in the RIA field has leveled off as sellers look to increase their value and buyers look for firms that will be a good match culturally.
  13. Professionals

    How to Attract and Advise 30-Somethings

    Advisors who want to attract 30-somethings need to act now. Here's why and how.
  14. Professionals

    Advisors: Avoid these Common Mistakes

    Every financial advisor should work hard to avoid these common missteps.
  15. Professionals

    Why Your Clients Just Might Work into Their 70s

    Your clients just might work into their 70s. Here's why.
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