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Financial Advisor December 2004 David J. Drucker	Reassigning Clients Offering replacement advisors doesn't have to be a dreaded event. Many advisors have found lots of ways to do it smoothly. Just borrow from their experience and you, too, should be able to devise a system that works for your firm.
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.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Financial Planning December 1, 2005 Joel P. Bruckenstein	The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio...
Financial Planning April 1, 2005 David Landis	2015: A 10-Year Growth Plan The ability to increase fees and make them stick is the hallmark of a financial planning practice that has found a path to growth, increasing revenues, and greater profitability. Some concrete guideposts could help you find that path.
Financial Planning September 1, 2005 Donald Jay Korn	The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.
Financial Planning July 1, 2006 Donald Jay Korn	What's in it for YOU Broker-dealers are ramping up their recruiting efforts and courting top planners. Here's what they're looking for -- and what they're putting on the table.
Financial Planning July 1, 2008 Scott Schutte	Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Financial Planning May 1, 2005 Ed McCarthy	Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change?
Financial Planning October 1, 2005 David Twibell	Background Check With interest in alternative investments on the rise, many advisers are looking for new ways to evaluate which, if any, make sense for their clients.
Financial Planning August 1, 2006 Bob Veres	Adviser Services 411 Here's your guide to the new support ecology that has grown up around the financial planning profession. Practice Management Tools... Client Services Resources...
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning April 1, 2005 Paramjit Mahli	Adviser Pulse With 76 million baby boomers facing retirement, the future for independent financial planners has never looked better. Here are some secrets of independent planners' success.
Financial Planning November 1, 2008 Ingrid Case	Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future.
Financial Planning November 1, 2005 Bob Veres	Integrity Rules If you get right to the heart of any successful planner's best advice, chances are you'll hear the word "integrity." When planners aren't totally credible to themselves, they become a little less convincing to their clients.
Financial Planning April 1, 2005 Jeffrey H. Rattiner	Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how.
Financial Planning February 1, 2005 Ed McCarthy	The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession.
Financial Planning August 1, 2006 Donald Jay Korn	Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need.
Financial Advisor April 2005 David J. Drucker	Moving On How financial advisory firms are dealing with planners who leave, and take clients with them.
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
Financial Planning April 1, 2005 Donald Jay Korn	2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.
Financial Planning January 1, 2006	2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc.
Financial Planning March 1, 2006 Bob Hirschfeld	The Call of the Small Small-business owners now have an easier time setting up retirement plans, opening up new opportunities for financial advisers.
Financial Planning July 1, 2006 Bob Veres	Changing Charges Now that the commissions vs. fees debate is fading from the financial planning profession, a new compensation discussion is on the table.
Financial Planning May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
Financial Planning November 1, 2006 Elizabeth O'Brien	The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses.
Investment Advisor January 2006 Robert F. Keane	The Road Less Traveled Those who have succeeded in another field can bring a wealth of personal knowledge, wisdom, and experience to the advisory profession, such as Deon Blaney and Ursula Robinson Daley.
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 February 1, 2006 Donald Jay Korn	Custody Battle Although three custodians now get most of the RIA business, increased competition may lead to more choices -- and more services -- for financial planners.
Financial Planning June 1, 2006 Joan Warner	FP50: Where the Growth Is With their market share growing 20% a year and the boomer generation's accumulated treasure to deploy, independent broker-dealers are on a prosperous path.
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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 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.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Financial Planning November 1, 2005 Jim Grote	A Game Plan for Giving Helping financial advisory clients meet their philanthropic goals is the best way to extend the planning relationship across generations.
Financial Planning September 1, 2012 Ingrid Case	Planners Who Deal With Business Owners Can Find it Rewarding It s not always easy to work with highly successful business owners, but the effort can be rewarding.
Financial Advisor September 2004 Tracey Longo	7 Sins Of Bad Business Planning Correcting these bad business practices might make your financial firm seem like heaven.
Financial Planning February 1, 2006 Bob Veres	Hitting The Wall The phenomenal growth rates in the financial planning profession are proof that the public is waking up to its need for the services of a good planner.
Financial Advisor February 2006 David J. Drucker	Retiring Can Mean Business What do you tell a financial advisory client who wants to start a business with his retirement nest egg?
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 August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Financial Planning October 1, 2006 Marshall Eckblad	What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out.
Financial Planning April 1, 2006 Marshall Eckblad	Bookshelf: Build a 401(k) Business Planners looking to grow their small-business clientele will find How to Build a Successful 401(k) and Retirement Plan Advisory Business especially valuable as a step-by-step introduction to the market.
Financial Planning February 1, 2005 Kristen French	Hedge Funds' Surprising Appeal Independent broker-dealers are adding them at a time when the funds' returns are declining.
Financial Planning April 1, 2005 Pat Olsen	2010: The Technology You'll Use Financial planners will have a future of aggregated accounts, wireless communications, and instant messaging with clients.
Financial Planning October 2, 2007 Elizabeth O'Brien	A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.
Financial Planning March 1, 2013 Ann Marsh	Planning 2023: 12 Trends to Watch Here's what to expect from the financial advice profession and your clients. Trends to watch include discussion of data security, artificial intelligence, and the evolution of crowdfunding.
Financial Planning January 1, 2007	Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc.