Lara Hertel

Report Card on Banks & CUs

How we did it

July 3, 2007 Lara Hertel
Dealers’ Report Card

Advisors sing praises for planning firms: Includes Main Chart

May 29, 2007 Lara Hertel
Dealers’ Report Card

Dual platforms the way of the future

May 29, 2007 Lara Hertel
Brokerage Report Card

Ability to transfer book varies greatly

April 30, 2007 Lara Hertel
Brokerage Report Card

Taking note of what advisors want: Includes Main chart

April 30, 2007 Lara Hertel
Dealers’ Report Card

New category for total compensation

May 30, 2006 Lara Hertel
Dealers’ Report Card

What makes an outstanding planning firm?: Includes chart

May 30, 2006 Lara Hertel
Insurance Advisors’ Report Card

Mobility? What mobility?: Includes chart

August 3, 2005 Lara Hertel
Report Card on Banks & CUs

Women making their presence felt: Includes chart

June 24, 2005 Lara Hertel
Dealers’ Report Card

The perfect advisor must “get it,” say CEOs

May 24, 2005 Lara Hertel
Dealers’ Report Card

Fifteen ways to be a success: Includes chart

May 24, 2005 Lara Hertel
Brokerage Report Card

Firms roll out programs for rookies: Includes chart

May 3, 2005 Lara Hertel