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On Wall Street
July 1, 2013
Todd Colbeck |
Mining Your Professional Network Customize your approach to other types of professionals to increase your chances of getting referrals.   |
Financial Advisor
October 2007
Grove & Prince |
7 Steps To An Affluent Client Referral It's common knowledge that referrals are the best way to build an advisory business, especially if you want more wealthy clients. Here are the steps that lead to a successful client referral. |
Financial Planning
May 1, 2006
John J. Bowen |
Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research. |
Registered Rep.
May 1, 2005
Anne Field |
Refer Madness When it comes to finding new business, referrals, of course, are the gold standard. What could be a more effective marketing tactic than having existing accounts or business associates urge their own network of friends, family and clients to seek you out? |
Investment Advisor
October 2009
James J. Green |
Getting Estate Planning Help The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. |
Entrepreneur
March 2004
Jane Easter Bahls |
Search Party If you need to find a good attorney, forget the Yellow Pages and hop online. |
Registered Rep.
December 9, 2010
Diana Britton |
Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it. |
Investment Advisor
April 1, 2011
Joni Youngwirth |
To Ask or Not to Ask? Develop an Effective Referral Strategy in a World of Contradictory Advice It's not how, who, or when you ask -- it's if |
Financial Planning
March 1, 2007
John J. Bowen |
Your Network of Experts Working with experts outside of your advisory firm is a key component of successful wealth management. But choosing the right professionals to work with isn't easy. Here's how to do it. |
Financial Advisor
December 2003
Grove & Prince |
The Financial Life Of Senior Executives Who do America's top executives favor as their primary financial advisor and how did they find that advisor? |
Registered Rep.
July 1, 2004
Grove & Prince |
A Different Breed Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush. |
Registered Rep.
January 1, 2005
Shaw Grove & Alan Prince |
Does Branding Still Matter? Are today's high-net-worth clients attracted or, at best, ambivalent, to big name financial services firms? |
Registered Rep.
October 1, 2002
Kevin McKinley |
Where There's No Will, There's a Way to Bring in Business Financial advisers can improve their relationship with the client by aiding in the creation or updating of a will. |
Entrepreneur
October 2004
Jane Easter Bahls |
Law Talent Lawyers have more to offer than just legal advice--they can also bring important skills to your business. One is a tendency to see the big picture. |
Financial Planning
June 1, 2008
Elizabeth O'Brien |
Don't Keep Me a Secret! In his new book, Don't Keep Me a Secret!, Bill Cates, president of Referral Coach International, has a trademarked process for advisors to assist them in generating referrals. |
Investment Advisor
December 2007
Susan L. Hirshman |
Referrals Revisited Start today on a better method to get better referrals. Often for financial advisors, your best sources of future clients are right in front of you. You just have to unleash them from your book. |
Financial Planning
March 1, 2012
Martin Shenkman |
Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple. |
On Wall Street
January 1, 2012
Todd Colbeck |
Becoming A Lean, Mean Referral Machine Referrals are the best marketing system selected by advisors when surveyed -- particularly for the high-net-worth client. |
AskMen.com
July 22, 2002
Donald Morrison |
Getting A Good Lawyer Throughout the course of your life, you will find that you are going to need a lawyer for major events; buying a home, dealing with a parent's death, starting a business, as well as countless other situations. Knowing how to find a good lawyer is important. |
Registered Rep.
May 19, 2010
Anne Field |
The Art Of The Referral Everyone wants to win new business through referrals from clients and other associates. And why not? It's considerably more efficient than, say, running seminars or dialing for dollars and it produces infinitely "warmer" prospects. |
Knowledge@Wharton
Richard Shell |
It's About Time: Corporate Responsibility Law Finally Makes Lawyers More Accountable Although the reputations of CEOs, accountants, bankers, analysts, and even consultants have suffered during the recent spate of corporate scandals, lawyers so far have escaped blame, let alone indictment. But that may change, as it should. |
Information Today
February 12, 2009
Carol Ebbinghouse |
The Latest in Lawyer Directories--You Won't Believe the Information You Can Get Now! There was a time when the only authoritative source of information on attorneys in the U.S. was the massive, multivolume Martindale-Hubbell Directory. |
Financial Planning
February 1, 2007
John J. Bowen |
Network Basics Financial planners should assemble a team of three core experts to meet the needs of their wealthy clients. |
Registered Rep.
February 1, 2003
Lynn O'Shaughnessy |
Prudence Redefined (Finally) Baby boomers and their parents are expected to pump more money -- and life -- into the trust market over the next decade while the definition of "prudent investing" for trusts continues to evolve in a broker-friendly manner. Brokerages are taking notice -- and so should you. |
Financial Planning
May 1, 2008
John J. Bowen |
The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors. |
Fast Company
March 2000
Erika Germer |
Not-a-Lawyer Job Titles of the Future: Rory Holland |
Financial Planning
November 1, 2010
Julie Littlechild |
Secrets of Referrals To crack the referral code, my firm, Advisor Impact, went to the one true source of insight on the topic: your clients. |
Registered Rep.
March 3, 2003
David A. Gaffen |
In Florida Arbitration, Out-of-State Lawyers Must Pass Florida Bar Wall Street just developed a headache the size of Florida. Basically, any firm that uses out-of-state lawyers (from the home office, for example) to represent the firm in Florida-based cases will now have to use Florida-licensed lawyers. |
Financial Planning
October 1, 2013
Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
Financial Advisor
October 2008 |
Holding On A rising number of people near retirement age are turning to so-called directed trusts to gain control over a certain part of their estates. |
Financial Planning
December 1, 2010
John J. Bowen, Jr. |
Team Player Many advisors have asked me for more specifics about expert teams-what they should look like and how best to build them. |
Financial Planning
April 1, 2013
John J. Bowen, Jr. |
5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips. |
Trusts & Estates
September 30, 2002
Susan Hansen |
Beware the 529 Hype At least two things are certain about the new 529 college savings plans: The financial services industry loves them, and they're generating all kinds of media buzz. But despite all the hype, 529s probably are not a magic new wealth-transfer mechanism. |
Financial Advisor
February 2006
Grove & Prince |
Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors. |
Registered Rep.
March 31, 2015
Matt Oechsli |
Upping the Referral Game How do elite financial advisors develop effective referral alliances? |
Financial Planning
December 1, 2012
Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. |
Registered Rep.
March 1, 2005
Will Leitch |
Fluffy's Big Pay Day Clients cannot bequeath directly to a pet, but there are ways to ensure Fluffy and Rex are cared for after their owners pass on, says Frances Carlisle, a New York City attorney specializing in wills and trusts for animals. |
The Motley Fool
June 13, 2006
Dan Caplinger |
A Trust for All Seasons: Life Insurance Trusts Escape estate taxes by transferring your life insurance to a trust. |
Registered Rep.
June 1, 2005 |
The Cost of Compliance Q: My current firm recently hired a non-licensed wholesaler to begin marketing our mutual fund family. What liability do I have, given that the wholesaler is not licensed? |
Financial Advisor
September 2004
Grove & Prince |
How U.S. Small Business Owners Find Their Advisors Referrals and trustworthiness are key elements for financial advisors in gaining this high-end business. |
AskMen.com
Michael Estrin |
Your Guide To Hiring A Lawyer Whether you're buying a new car or hiring a general contractor, consumer advocates will always give the same advice: shop around. The same can be said for hiring a lawyer. |
The Motley Fool
June 2, 2006
Dan Caplinger |
Estate Planning: Trusts It may not always be easy to determine when a trust is better than a will. Only by taking a hard look at all of the factors that affect you and your finances can you make an informed choice about which will help you more. |
Financial Advisor
January 2008
Andy Gluck |
Believe In Yourself A conversation with Frank Maselli, whose new book, Referrals: The Professional Way, teaches financial advisors a system for getting referrals. |
AskMen.com
October 15, 2000
Luis Rodrigues |
Divorce Planning: Limit The Financial Sting It is never easy for a man to deal with a failed marriage. It is a time where emotions run very high while important financial decisions need to be made: a lethal combination... |
Registered Rep.
May 1, 2012
Anne Field |
Slow Growth Hustle Thomas Balcom wants to take his $50 million AUM practice in Boca Raton, Fla. to $100 million in five years. |
Financial Advisor
September 2008
Tracey Longo |
Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients. |
Financial Planning
September 1, 2005
Lynn S. Clarke |
Good Reads Basic books about estate planning can help clients ask the right questions. Here are three to suggest. The Complete Book of Wills, Estates & Trusts by Alexander A. Bove Jr., second edition... The American Bar Association Guide to Wills & Estates, second edition... etc. |
Entrepreneur
February 2008
John Jantsch |
Frame of Reference Referral-based business is good business, so why not put it front and center? |
Inc.
October 2004
Norm Brodsky |
Street Smarts: Presumed Guilty Let your lawyers stick to lawyering. The business decisions should remain in your hands. |
Financial Advisor
March 2006
Roy Diliberto |
Estate Plans That Really Work People are more concerned about how they will be remembered than how much tax planning they did before they died. Financial life planners need to remind clients of this, and make sure that their estate plan reflects their core values. |
