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Client Advisory Board: Financial Advisors Use It Well - Mike Kaufman is half of the K & H Group of Merrill Lynch in Rochester NY

the CEO Hour, April 1st 2011. Mike Kaufman, CSNA, First VP-Investments, Financial Advisor, K&H Group, Merrill Lynch Financial Advisory Team - joins Bruce and Diana as their first guest this week.

Mike has thirty seven years of financial industry experience, seventeen dedicated to providing financial and wealth management advice and services to high-net-worth individuals. He joined Merrill Lynch in 2004 after spending eleven years with Morgan Stanley. Mike concentrates on risk management, liability management and insurance planning. He holds the Certified Special Needs Advisor (CSNA) designation, which is awarded to individuals who are trained in providing special needs advice for families of children with disabilities. Mike has earned the designation of Portfolio Manager - Personal Investment Advisor Program. To serve thier clients, K&H Group provides a unique and comprehensive team approach that Mike will talk about on this segment. http://www.totalmerrill.com

Part 1:  MP3 File

Part 2:  MP3 File

 

Brad Gardner and Meghan DeTore: the Emerson Investment experience with a Client Advisory Board

the CEO Hour, May 21, 2010, second segment:

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What can a CAB or Client Advisory Board do for your company? Bradford Gardner and Meghan DeTore, of investment firm Emerson Investment Management, tell how a CAB has brought it closer to its customers and financial goals. (Emerson is a CAB client of Bruce and CABhq.)

Emerson Investment Management