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Financial Planning February 1, 2006 John J. Bowen	One of a Kind As investment advice becomes a commodity, it's getting harder for financial planners to differentiate themselves. Here's how to do it.
Financial Planning June 1, 2006 John J. Bowen	The 30-Day Plan Here are three steps you can take right now to jumpstart your financial advisory business.
Financial Planning January 1, 2006 John J. Bowen	Just Ask! Capturing more of your clients' assets is one of the most effective ways to grow your financial planning practice. Here's how to do it.
Financial Planning April 1, 2005 Kristen French	The Referral Challenge TD Waterhouse is betting that a referral program modeled on Schwab's highly successful system will help it hold on to high-net-worth clients.
Financial Planning November 1, 2005 John Bowen	Small Steps, Big Results Financial advisers don't have to make sweeping changes in their businesses to alleviate some of their most pressing concerns, like: finding new wealthy clients... fighting for clients... growing assets... etc.
Financial Planning December 1, 2005 Beck & Tibergien	Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.
Wall Street & Technology January 5, 2004 Jim Middlemiss	Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management.
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.
Financial Planning April 1, 2008 John J Bowen	Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients.
Financial Planning September 1, 2008 John J Bowen Jr	Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre.
CFO March 15, 2006 Chuck Jaffe	The Best Advice Choosing a financial adviser may be the biggest investment decision you make.
Financial Planning October 1, 2005 David J. Drucker	Hazardous House Calls Distractions may be the least of your worries if you visit your financial planning clients in their homes. Other than not always making financial sense for an adviser, it could also be dangerous.
Financial Planning October 1, 2005 John J. Bowen	Up Close and Personal "Know your client" isn't just industry jargon. Research shows that client-centered financial advisers get more business.
BusinessWeek September 11, 2006 Lauren Young	Taking Stock Of Your Adviser Many investors don't know how to evaluate the person in charge of their portfolios. These seven questions should help.
Financial Planning March 1, 2005 Michael B. Horwitz	A Matter of Touch Clients who feel cared for have a strong bond of trust with their financial advisers.
Wall Street & Technology October 17, 2007 Penny Crosman	Schwab, Investment Managers Prepare for Retirement Boom Some of the 78 million baby boomers are about to retire -- how will financial advisers cope with the deluge?
Registered Rep. July 24, 2007 John Churchill	SEC to RIAs: Welcome In keeping with regulators trying to be more proactive and less reactive, the SEC is cozying up to newly registered investment advisers.
Financial Planning June 1, 2010 John J. Bowen, Jr.	The Perfect Profile Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions.
Financial Planning September 1, 2005 Bryce Sanders	The Disgruntled Client How financial planners can know if they're about to lose a valued client relationship -- and what to do about it.
Financial Planning March 1, 2005 John J. Bowen	A Tack Worth Taking CEO organizations are one way for financial planners to get in front of business owners and other wealthy clients.
Financial Planning August 1, 2005 David J. Drucker	The All-Referral Practice Is it really possible to build a financial planning business completely on word of mouth?
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Financial Planning November 1, 2011 John J. Bowen, Jr.	Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential.
Financial Planning July 1, 2005 Marie Swift	Lively up Your Web Site For financial planners, a great online presence requires more than adding your picture to a turnkey template. Most visitors want to know who you are and how you can help them. Give them what they want, right up front.
Wall Street & Technology May 28, 2008 Cory Levine	Client Relationships Are Key for Wealth Managers Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Financial Planning February 1, 2005 Abigail La Croix	5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.
Bank Technology News February 2002 Karen Epper Hoffman	Planning for New Opportunities With a healthy boost from software and online delivery, financial planning services quickly may become the most hotly contested battleground for banks, brokerages and other companies to vie for consumers...
Financial Planning May 1, 2006 Stephanie Bogan	The Career Ladder Financial advisers will reap significant benefits from planning early and decisively for how to hire and promote new staff members.
Financial Planning November 1, 2005 Kathy Gevlin	Adviser Pulse If you're a successful financial adviser considering a job change, your time has come: Explosive growth in the industry has triggered unprecedented demand for advisory professionals, and limited supply is pushing compensation for top advisers to ever higher levels.
Wall Street & Technology April 14, 2008 Melanie Rodier	Advisers Turn to Asset Managers for Advice During Economic Slump Nearly all financial advisers say the ability of a fund company wholesaler to deliver an informed opinion impacts their transaction decisions.
BusinessWeek June 25, 2009 Chris Taylor	Thinking of Switching Financial Planners? It can be a difficult, even emotional decision. Here are some things to consider before breaking up with your current financial adviser.
Financial Planning April 1, 2005 Ed McCarthy	2015: The Boomers Hit Retirement The advice they'll want isn't the kind you're used to providing. Financial advisers who wait to implement the changes needed to serve boomers might miss the market.
Registered Rep. July 12, 2011 Kristen French	SEC Raises Performance Fee Threshold for Investment Advisers; CFA Backs Off Opposition to SRO Under an SEC order issued today, it will require considerably more wealth or assets for an investor to qualify to pay an investment adviser performance fees.
Financial Planning October 1, 2005 Jerry W. Miller	Talk to Her Make no mistake: It is critical to understand your financial advisory clients. Women are attuned to the demands of successful long-term investing and also much more disposed than men to heed professional advice.
Wall Street & Technology November 27, 2007 Melanie Rodier	For Wealth Managers, Specialization Trumps Generalization Wealth managers who use a consultative approach and foster close relationships control twice the level of client assets and command three times the annual income of more-traditional financial advisers, according to a study.
Financial Planning March 1, 2006 Marshall Eckblad	Adviser Pulse: Combating Clients' Fears A new survey shows 81% of polled financial advisers list "consumer fear" as a daily challenge.
Wall Street & Technology October 25, 2004 Larry Tabb	Wealth Management: Can a Leopard Change Its Spots? Charles Schwab is in the news again. This time, the news isn't good. Pottruck is out, Charles is back. Wealth management is out, and self-service is back. What went wrong? Was it a failed strategy? A failed implementation? Or both?
Financial Planning July 1, 2010 John J. Bowen, Jr.	Duplicate Efforts Duplicate your top clients -- using their insight to attract more ideal clients like them -- and you'll see a substantial jump in your revenue without much additional variable cost.
Financial Planning April 1, 2006 Laurie Lennox	Know Your Team To be successful in the high-net-worth market, financial advisers must know their limitations and establish alliances with a network of qualified professionals to address client needs outside the expertise or abilities of the "quarterback."
Financial Planning September 1, 2005 Michael B. Horwitz	Head Games It shouldn't take a psychologist to decipher the underlying feelings in an individual's presenting problem. However, the helper (a.k.a. competent financial adviser) needs to be reasonably sensitive to identify and relate to the concerns and fears that clients express just below the surface.
Financial Planning October 1, 2005 Len Reinhart	Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive.
The Motley Fool September 1, 2005 Selena Maranjian	Brokerage Fees: Low or High? It can be a little more complicated than you might expect to find the best brokerage for yourself. You can get poorer if you're not rich enough.
Financial Advisor July 2009 Bill Bachrach	The Ideal Client Community It's one that generates enough money to make your business work and has clients you enjoy.
Financial Planning April 1, 2006 Bob Veres	The Tune-up Here is how financial advisors can serve a broader group of clients without taking on a lot of long-term obligations.
Financial Planning March 1, 2005 Katherine Vessenes	Million-Dollar Method Ready for the big time? This quiz will show how you match up with your financial advisory peers.
Financial Planning September 1, 2005 Kathy Gevlin	Adviser Pulse New adviser survey: Optimism abounds.
BusinessWeek April 18, 2005 Aaron Pressman	The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals.
Financial Planning December 1, 2005 Len Reinhart	Making Changes To implement a living investment plan for retiring clients, you'll need to broaden your focus and rethink your technology.
Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.