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

    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.
  2. 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.
  3. 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.
  4. Professionals

    How to Attract and Advise 30-Somethings

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

    Advisors: Avoid these Common Mistakes

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

    Why Your Clients Just Might Work into Their 70s

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

    The 15 Fastest-Growing RIAs

    Registered investment advisors are consolidating their business and assets. Here are 15 of the fastest-growing RIAs.
  8. Professionals

    RIAs: How to Talk to High-Net-Worth Entrepreneurs

    RIAs need to think of themselves as entrepreneurs if they want to be able to attract entrepreneurs as clients.
  9. Professionals

    Help Parents Avoid This Retirement Savings Blunder

    Parents should make saving for their own retirement a priority over helping with their children’s college costs.
  10. Professionals

    Why Retirement Planning Differs for Women

    Women face unique challenges when it comes to saving for retirement compared to men. Here's why and how to better prepare.
  11. Professionals

    5 Estate Planning Must-Dos Before Saying "I Do"

    There are many exciting things to look forward to when a couple gets married; not among them is putting financial affairs in order. Advisors can help.
  12. Professionals

    Tips for Small RIAs Looking to Grow

    Smaller RIAs looking to grow should have a long-term goal and method for winning new clients, new staff and investing in and leveraging new technology.
  13. Professionals

    How to Prep Your Portfolio for Down Markets

    Down markets are a reality that can kneecap your retirement withdrawal plans. Minimize the pain with these strategies.
  14. Professionals

    Real Estate Advice for Recent Retirees

    What retirees need to consider when it come to making real estate decisions.
  15. Professionals

    Alliance to FINRA: More BrokerCheck Info Needed

    An alliance of public interest groups is pressuring FINRA to broaden its BrokerCheck tool.
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