Stewart Lewis

Dealers’ Report Card

Compliance: “A pain in the ass, but very good.”

May 30, 2002 Stewart Lewis
Brokerage Report Card

Nobody loves the advertising

April 27, 2002 Stewart Lewis
Insurance Advisors’ Report Card

Team leader

July 29, 2001 Stewart Lewis
Dealers’ Report Card

Sales, marketing views differ widely

June 6, 2001 Stewart Lewis
Dealers’ Report Card

No such thing as a “typical planner”

June 6, 2001 Stewart Lewis
Brokerage Report Card

Business model key to Jones’s success — Includes 2001 BRC chart

May 2, 2001 Stewart Lewis
Report Card on Banks & CUs

Banks try to live up to CBA privacy model

July 2, 2000 Stewart Lewis
Report Card on Banks & CUs

Rural branches of most banks managed at arm’s length

July 2, 2000 Stewart Lewis