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Foundation News & Commentary Mar/Apr 2006 Marcia Sharp	The First 30 Days Executive transitions in foundations can often be described as the inexperienced meeting the unclear. Here is advice to new foundation CEOs on how to make the most of the first 30 days on the job.
Investment Advisor June 2009 Angela Herbers	The Fast Track: Letting Go Success comes from helping advisors determine what they and their firms do best, and then custom-building a practice to maximize those skills.
Foundation News & Commentary Sep/Oct 2006 Marcia Sharp	Managing Crisis Foundations need a plan for analyzing, minimizing and responding to risk.
Investment Advisor June 2009 Angela Herbers	Now and Then Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and in revenue even during this grinding recession.
Foundation News & Commentary Mar/Apr 2005 Lee Draper	Managing Expectations, Coping With Realities Newcomers to philanthropy often find acclimation difficult. Here, ten interviewees discuss their beginnings and offer recommendations from their experience.
Foundation News & Commentary Jul/Aug 2004 Lee Draper	The Philanthropy Afterlife: What Does A Career in Philanthropy Prepare You For? In this era of diminished assets and administrative budget reductions, a traditional pattern of turnover - coupled with a slower pace of foundation formation - has made the philanthropy job market tighter and far more competitive.
Financial Planning December 1, 2010 Stephanie Bogan	Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships.
Financial Advisor September 2005 Bill Bachrach	Six Do's And Six Don'ts Of A Successful Practice Most financial advisors say they want to build a business that generates a sizable income and lets them live the life they want. Yet few advisors consistently do what it takes to create that kind of business.
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
Financial Planning September 1, 2010 John J. Bowen, Jr.	Leadership Lessons Advisors work with people all the time and have to demonstrate leadership qualities to a network of experts, centers of influence and strategic partners.
Investment Advisor October 2008 Kodialam & Adolf	Gold Medal You can deliver exceptional service throughout the client lifecycle.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
AFP eWire November 23, 2010	Foundations Likely to Increase Giving in 2011 It may take several years for giving to match the peak level recorded in 2008, according to estimates reported by the Foundation Center.
Financial Advisor December 2011 Mary Rowland	The Game Of Risk Men, women and advisors see risk differently.
Financial Advisor May 2011 Jennifer M. Wolfsberg	A Lesson From Jerry Maguire With the tumultuous market conditions over the last decade, how do advisors rebuild their business financially? More importantly, how do we rebuild and strengthen client relationships?
Fast Company January 2005 Marshall Goldsmith	When the Golden Rule Doesn't Work Everybody isn't you. And everybody doesn't want to be managed the way you do.
Foundation News & Commentary Nov/Dec 2005 Millesen & Hedge	Achieving Balance and Maintaining Accountability Findings from a recent study on the decision-making abilities of community foundation boards identify some challenges and offer some lessons learned.
Investment Advisor September 2010 Ray Sclafani	The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1 How top advisors are re-engaging with clients at a tenuous time.
Investment Advisor July 2007 Olivia Mellan	Therapeutic Finance Once, finance was finance and psychotherapy was psychotherapy. That's different now -- to the benefit of many financial advisors and their clients.
AFP eWire April 20, 2010	2009 Saw Record Decline in Foundation Giving The recent economic crisis caused the more than 75,000 grantmaking foundations in the United States to cut their 2009 giving by an estimated 8.4 percent -- by far the largest decline ever tracked by the Foundation Center.
Financial Advisor November 2003 Blomfield & Hamil	Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.
Investment Advisor August 2006 Susan L. Hirshman	The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.
Investment Advisor June 2010 Ray Sclafani	The Five Types of Leadership for Advisors In tough times, "leader-advisors" step up for clients, colleagues, and peers.
On Wall Street April 1, 2012 Michelle Lodge	Five Questions With King McGlaughon King McGlaughon of Foundation Source, which provides back-room support for foundations, tells how a financial advisor's knowledge of philanthropy gives him or her an edge.
Investment Advisor June 2010 John Sullivan	Grow and Learn A poll recently conducted by the SEI Advisor Network found that the top priority for advisors in 2010 is to "create new initiatives to increase sales and grow business."
Financial Advisor September 2006 Sydney LeBlanc	SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments.
Foundation News & Commentary May/Jun 2005 Helen Monroe	Vision, Values & Verbalization New foundations completing first distributions, as well as foundations with a mature grantmaking program in place, should set aside time for in-depth conversations about their work.
On Wall Street March 1, 2011 Pat Olsen	Lisa Philp Advisors interested in learning more about philanthropy should know they have a number of online tools at their disposal, starting with the Gain Knowledge section of the Foundation Center's web site
Foundation News & Commentary May/Jun 2005 Kathleen P. Enright	Philanthropy's New Clothes New study results represent the most comprehensive look at how foundations view their own effectiveness to date.
Financial Planning August 1, 2011 John J. Bowen, Jr.	The Power of Your Presence In coaching advisors for 11 years and serving as a financial planner and investment firm CEO for 26 years before that, I've found that many of the most elite advisors have a secret weapon: the power of their presence.
Financial Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
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.
On Wall Street December 1, 2010 Denise Federer	Creating Better Branch Manager Relationships Have you ever considered the role your branch manager's actions play in your success and satisfaction as a financial advisor?
AFP eWire January 31, 2012	What to Do When Foundations Have Walled Themselves Off From Your Organization What can you do when you come face to face with a wall built by a foundation to keep organizations like yours out?
Financial Planning June 1, 2008 Julie Littlechild	Is Loyalty Enough? When it comes to client relationships, though, client loyalty should not be the primary objective.
Financial Advisor July 2006 Littlechild & Pomering	Unlocking Client Value The first question financial advisors should ask is not "how" to survey clients but "why" you should do it in the first place. In addition to allowing you to stay on top of changing client needs, interests and expectations, the reasons abound.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
Financial Advisor April 2005 Sydney LeBlanc	Advisor And Manager: A Symbiotic Relationship Trust and respect are essential ingredients in establishing a lasting bond between a financial advisor and investment manager.
Financial Advisor May 2006 David J. Drucker	Think Again In a business whose members clamor for any tidbit of practice management guidance that might help them be more efficient and more effective, it's amazing the client survey hasn't become a prime management tool for financial advisors.
Financial Planning December 1, 2009 John J. Bowen Jr.	Ten for 2010 Here are five steps that advisors can take right away, followed by five more that will help them position their practices for long-term success.
Financial Advisor November 2012 Joni Youngwirth	From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours?
Financial Planning August 1, 2012 John J. Bowen, Jr.	Go, Team, Go! How to break through the barriers that exist that prevent financial advisors from breaking through to a higher level of success.
Financial Planning January 1, 2013 John J. Bowen, Jr.	How to Increase Client Satisfaction It s not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.
Financial Planning February 1, 2010 Donna Mitchell	5 Questions for Maribeth Kuzmeski What is marketing if not forging a link between you, clients and prospects? In her new book, the connectors, marketing expert Maribeth Kuzmeski discusses strategies for building long-term client relationships.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Advisor September 2012 Joni Youngwirth	The Role Of The CEO Thinking of hiring a CEO? Here's what you should expect her to do.
Investment Advisor November 2009 Joni Youngwirth	Expert's Corner: Bringing Structure to Discussions Using a structured approach to discussing important issues in your advisory firm can dramatically improve your decision making process.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Financial Planning January 1, 2010 Donna Mitchell	Articulate Your Value A majority of financial advisory clients have been very satisfied with the performance of their providers since the onset of the financial crisis and market meltdown, but almost 10% of clients are neutral or dissatisfied.
Financial Advisor October 2005 Giles Kavanagh	The Real Value Audit As a financial advisor, you cannot promise investment results -- but you can promise a consistent and unique level of service. Clients react well to knowing how you will work with them to achieve their goals.