Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor September 2008 Rebecca Pomering	Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous.
Financial Advisor June 2005 David J. Drucker	The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right?
Financial Planning June 1, 2009 John J. Bowen Jr.	Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations.
Financial Planning February 1, 2011 John J. Bowen, Jr.	What CPAs Want Almost 82% of wealth managers have told CEG Worldwide that referrals from other professionals, such as CPAs, are a very important source of new clients.
Financial Planning April 1, 2006 Ryan Duey	The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.
Registered Rep. October 17, 2012 Jerry Gleeson	The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult.
Investment Advisor October 2008 Mark Tibergien	The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox.
Registered Rep. March 31, 2015 Matt Oechsli	Upping the Referral Game How do elite financial advisors develop effective referral alliances?
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.
Financial Planning March 1, 2006 Marshall Eckblad	Bookshelf: Making Referral Relationships Pay Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs by Thomas Grady details the more durable strategic alliances between financial planners and CPAs.
Registered Rep. March 1, 2008 Anne Field	The Accountant Down the Hall These days, the Holy Grail for financial advisors is to form an official bond with a reputable accounting firm. Simply cultivating a few CPAs willing to send you the occasional client no longer cuts it.
Financial Planning February 1, 2005 Paramjit Mahli	Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand.
Registered Rep. October 29, 2015 Matt Oechsli	Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts.
Financial Advisor December 2006 Pomering & Littlechild	Using Client Feedback To Unlock Client Value How can you use client feedback to unlock client value in your financial advisory business?
Investment Advisor February 2007 Mark Tibergien	No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers.
Investment Advisor August 2007 Maya Ivanova	A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.
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?
Financial Planning May 1, 2005 Vincent A. Schiavi	Trust for Sale When financial planners and CPAs work together, the client doesn't always win.
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Registered Rep. June 16, 2014 Mindy Diamond	When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had.
Investment Advisor July 2006 Jamie Green	Show Me, Show Them Stuart Zimmerman's constancy of though and consistency of application have propelled him and the companies he's help found to the top of not just the CPAs-turned-planners field, but the RIA marketplace in general in just 12 years of business. Here's an interview.
Investment Advisor February 2007 Kara Stapleton	CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap.
Financial Planning April 1, 2012 Stephanie Bogan	The Rule of Influentuals A new survey shows that advisors are not proactive when it comes to drumming up clients, which means there's a wealth of untapped opportunity out there.
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 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.
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.
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.
Financial Advisor July 2005	Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience...
Financial Advisor October 2006 Raymond Fazzi	Embracing The Small Client The trend is to seek out big accounts, but many investment managers and planners continue to value relationships with small clients.
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
Financial Advisor November 2006 David J. Drucker	Who Needs To Market? The question about marketing isn't just how, it's if. Not every advisor wants to market, nor do they need to market. The need depends on three things: your time in the profession, the rate of growth you desire (if any) and the way you practice.
Financial Planning June 1, 2010 Donna Mitchell	Buy the Numbers A small group of financial planners is buying up accounting firms. Here's how-and why-they do it.
Investment Advisor September 2008 Steve Moore	Less Is More To become a wealth manager, you may want to start with fewer clients.
Financial Planning September 1, 2012 Ann Marsh	John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
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. June 1, 2012 Anne Field	Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors.
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.
Registered Rep. February 1, 2003 Steve Gresham	Are Managed Accounts Right for You? It's nearly impossible to ignore the rallying call for managed accounts. 90% of advisors netting $300,000 or more annually collect some fee revenue, and more than half of them garner at least 25 percent from fees, according to a 2000 survey. Is it time for you to get on board?
Financial Planning October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
On Wall Street September 1, 2011 Alan J. Foxman	To Share Or Not to Share (Revenue) I'm preparing to merge my small brokerage firm with a registered investment adviser. Do we have to wait for FINRA approval before we can close the transaction?
Bank Systems & Technology March 11, 2004 Ivan Schneider	In the Advice Game, Bankers Lag Behind Financial Planners Affluent investors seek out multiple sources of advice. But only 20% turn to banks for advice, and just a handful use bankers as their primary advisors, survey says.
Financial Advisor April 2007 Grove & Prince	Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so.
Financial Advisor January 2004 David J. Drucker	An Interdisciplinary Broker-Dealer Rises Sophisticated planners, the kind QA3 tends to attract, understand that a useful financial plan must combine several allied disciplines in a client-centered team effort.
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 Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
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 December 1, 2012 Joel Bruckenstein	Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Registered Rep. March 28, 2003 Ross Tucker	RIAs Lower Fees, Pull In More Clients Poor market conditions and the resulting competitive environment forced Registered Investment Advisors to lower fees in 2002, according to a survey.