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On Wall Street June 1, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
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?
Investment Advisor April 4, 2011 Savita Iyer-Ahrestani	Advisors Beware: The Downside of Behavioral Finance A superficial understanding of behavioral finance can be counterproductive
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
Registered Rep. August 3, 2004 John Churchill	The Beginning of Reconstruction Advisors at firms involved in the settlement with the SEC are required to give clients access to research from three different independent providers. What impact will this have on investors and the reputations of advisors?
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?
Financial Planning September 1, 2010 Donna Mitchell	Wealth Management Psych Out Behavioral finance is a field that is gaining traction among financial advisors. It is a full-fledged discipline that offers tools serious wealth management firms are using to understand and serve high-net-worth clients.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
Financial Advisor June 2010 Earl E. Watson	Careful Consideration Before discussing investments, an advisor should talk with clients about their goals and concentrate on how to build long-term relationships with them.
On Wall Street July 1, 2009 Doug Dannemiller	Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Registered Rep. May 5, 2011 Matt Oechsli	Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation.
Financial Advisor March 2006 Grove & Prince	The Secrets Of Million-Dollar Producers Here is how the role client loyalty plays in both the sustainability of the client/advisor relationship through difficult market conditions and poor performance and the client's willingness to provide more assets and referrals to the advisor.
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.
Registered Rep. November 1, 2005 Grove & Prince	Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty.
Financial Advisor July 2012	It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.
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.
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
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 November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Investment Advisor October 2008 Kodialam & Adolf	Gold Medal You can deliver exceptional service throughout the client lifecycle.
Financial Planning September 1, 2007 Elizabeth O'Brien	Advisor Pulse Advisor, advise thyself! A recent survey finds that most advisors did not understand the market value of their business or have a succession plan.
Investment Advisor November 2009 Lewis Schiff	The Affluentialist: Reading Your Clients A key differentiator between financial advisors who help their client achieve positive returns and those who help their clients achieve superior returns is moral and emotional competency.
Financial Advisor March 2012 Joni Youngwirth	When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
Registered Rep. March 1, 2013 Matt Oechsli	Are You an Elite Advisor? The Oechsli Institute recently conducted its annual advisor survey to discover just that. The research shows what today's affluent clients expect from a financial advisor and what advisors are doing to meet these expectations.
Registered Rep. November 6, 2012 Kathleen Burns Kingsbury	Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples.
On Wall Street February 1, 2012 Denise Federer	The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions.
Financial Planning August 1, 2009 David E. Adler	Mom, Apple Pie & Financial Education How can advisors actually improve their clients' financial literacy, so they can make more informed and productive choices?
Investment Advisor January 2008	The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.
Financial Advisor October 2009 David Lawrence	Making Yourself Heard Consider new approaches to communicate effectively with clients.
Financial Advisor February 2, 2009 Sherri Scordo	Advisor Emporium Pershing assists advisors going independent... New advisors receive technology assistance... FPA offers best practices tools... Direxion enters ETF market... Foliodynamix joins communications gateway... Scottrade adds portfolio director...
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
On Wall Street December 1, 2009 Denise Federer	Fostering Financial Resiliency in Your Clients The ultimate challenge facing financial advisors is how to guide clients to manage their anxieties, move forward and take the necessary steps to ensure their financial futures.
Financial Advisor December 2006 Roy Diliberto	A Dentist's Formula For Success Knowing what financial advisory clients value most in life provides advisors the information to guide them in the right direction.
Investment Advisor June 2008 Mike Patton	Lessons Learned As the road smooths after a year of independence, a registered independent advisor shares his insights.
Investment Advisor October 2009 Lewis Schiff	The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice.
Registered Rep. March 1, 2005 Pam Black	Does Your Client Have That Personality? Whether it's a Myers-Briggs, a DISC test or an online appraisal, what reps are learning is that it pays to get into their clients heads.
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 December 1, 2011 John J. Bowen, Jr.	Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond.
Financial Planning September 1, 2012 Donald Jay Korn	Planners Need to Be Prudent in this Litigious Era In a litigious era, planners need to be able to prove that they proceeded prudently.
Registered Rep. June 6, 2012 Matt Oechsli	Debunking the Brochure Myth Promotional material doesn't influence prospects. Advisors are their own brand.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Financial Advisor March 2012 Donald B. Trone	Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry.
Financial Planning February 1, 2012 John J. Bowen, Jr.	This Time, It's Personal Sharing a powerful story about yourself - one that gives some insight into who you are and what you stand for - makes listeners want to know you better. It's also one of the best ways to set the stage for a long-term advisor-client relationship.
Financial Advisor August 2005 Diliberto & Anthony	Value Propositions That Last A Lifetime Great financial planners don't engage in games of pretense. They connect at the heart. The value proposition that connects with the heart is not easily threatened or broken.
AskMen.com December 9, 2001 Rashmikant Patel	Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor?
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.
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?