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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 May 1, 2005 Vincent A. Schiavi	Trust for Sale When financial planners and CPAs work together, the client doesn't always win.
Registered Rep. March 31, 2015 Matt Oechsli	Upping the Referral Game How do elite financial advisors develop effective referral alliances?
Financial Advisor May 2005 David J. Drucker	Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying?
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.
Financial Planning September 1, 2012 Ann Marsh	John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners.
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 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 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 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 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 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 May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
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.
Investment Advisor February 2007 Kara Stapleton	CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap.
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.
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.
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 September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
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 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.
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.
Financial Advisor July 2005	Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience...
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
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?
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 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.
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 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.
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?
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.
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 Planning November 1, 2007 Shelly Megna	Practice Tips With the boomer wave coming, many advisors are faced with an aging book of business. How can you acquire new clients who have the potential for long-term relationships? Consider these strategies.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Financial Planning January 1, 2005 Kristen French	A Taxing Situation Legislation to require tax preparer registration is on the table and will affect a number of CFP and RIA professionals.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
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 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.
Entrepreneur February 2009 Robert Kiyosaki	The Art of Strategic Alliances Look for three factors before making a decision on a new ally.
Financial Planning June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
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.
Registered Rep. March 1, 2007 Kristen Dodge	Are You the Peyton Manning Type? In the financial-planning game, if you want to be a big time quarterback for your client, you've got to know where your receivers and playmakers are to complete a winning play.
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.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Financial Planning August 1, 2013 Scott Wenger	Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Financial Planning April 1, 2005 Donald Jay Korn	2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business.
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.