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Financial Planning
June 1, 2012
Joel Bruckenstein |
Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing.   |
Financial Advisor
November 2008
Joel Bruckenstein |
Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software. |
Financial Advisor
July 2008
Joel Bruckenstein |
A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals. |
Financial Advisor
August 2006
Joel Bruckenstein |
First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered. |
PC Magazine
August 12, 2008
Edward Mendelson |
ACT! by Sage 2009 ACT! by Sage 2009 is a superb contact-management tool for business and an essential upgrade for existing users, but learning how to get beyond the basics can be tough. |
Financial Advisor
September 2010
David Lawrence |
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. |
Financial Advisor
July 2005
Joel P. Bruckenstein |
CRM And Integration If it can deliver on their planned improvements, and if it can attract enough critical mass to generate a profit, NationBuilder has the right stuff to become a serious competitor for financial advisors' CRM dollars. |
Financial Planning
March 1, 2006
Joel P. Bruckenstein |
Move on Down the Road Retirement Road Map, one of the first asset distribution programs, takes a simple approach to a complex subject. With a few tweaks, it could become a truly useful tool for financial planners as well. |
Financial Planning
August 1, 2007
Li et al. |
Meeting the Need Your clients need your help managing their retirement income. This three-stage process offers you a practical framework to serve them well. |
Financial Advisor
February 2007
Joel Bruckenstein |
Easy-To-Use Retirement Software Although they have hitches, these professional retirement planning software packages are surprisingly good for basic planning: OppenheimerFunds Retirement Income Manager 2.0... Retirement Savings Planner From Torrid Technologies Inc... etc. |
Financial Planning
February 1, 2011
Stephanie Bogan |
Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan. |
Registered Rep.
November 1, 2002
Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
The Motley Fool
January 6, 2005
Selena Maranjian |
Retire Your Anxiety Your hair doesn't have to turn gray so quickly. Choose to worry a lot less about your retirement by taking more action. Here are some steps you can follow. |
Financial Advisor
October 2005
Dorothy Hinchcliff |
Where Family Counts Taking a holistic approach to clients' needs has long been a priority at mother-daughter owned Aequus Wealth Management Resources. Life planning was something the firm did early on. |
On Wall Street
October 1, 2009
E. Thomas Foster Jr. |
Seek Opportunities to Help Employers With Retirement Plans Financial advisors whose business clients sponsor 401(k) or other defined contribution plans can provide critical assistance in helping educate both plan sponsors as well as participants in making the most of their retirement plans. |
Financial Advisor
August 2007
Tracey Longo |
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. |
Registered Rep.
November 1, 2004
Steve Gresham |
Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway. |
Financial Planning
May 1, 2011
Marie Swift |
Client Communications 2.0 Here's what advisors need to know to communicate with new clients who are more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services. |
Investment Advisor
September 2005
Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
The Motley Fool
May 23, 2007
Jill Ralph |
Act Now to Save Your Retirement Here's what you can do today to make sure your retirement is the one you've worked so hard to achieve. |
Search Engine Watch
February 1, 2011
Garrett French |
The New School of Link Prospecting Keyword Research (+4 Tools & 2 Tips) Tools, tips, and resources for keyword research to build a deep, comprehensive list of link prospects. |
Investment Advisor
September 2005
Joni Youngwirth |
Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients. |
Financial Advisor
September 2008
Mike Sheets |
Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years. |
