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Health February 2008 |
The Workout: Part 2 For weeks four through six, do this ramped-up, 25-minute version of the workout. |
Investment Advisor October 2006 Kathleen M. McBride |
What Matters Most Results from a Broker/Dealer of the Year poll offer valuable tools for b/ds to see how they are doing, on average, among reps, and where there's room for improvement. |
Registered Rep. July 24, 2006 John Churchill |
Despite Increased Competition, Rep Comp Stays Strong The brokerage industry is an increasingly difficult job market to break into, and an even harder one to stay around in. But for those who succeed, it continues to provide a pretty nice living, according to the SIA's 2005 Production and Earnings Survey. |
Investment Advisor June 2006 Green & Murphy |
Recruiting Wars: Freedom and Culture The underlying dilemma of independent broker/dealers and their reps -- interdependence versus independence -- is one of the main dynamics in play when it comes to recruiting reps. |
Food Processing January 2010 |
New Food Rollout: January 2010 Our January List of New Food Products Recently Introduced to the Market. |
Investment Advisor September 2006 Robert F. Keane |
The Investment Center If keeping your representatives satisfied is the name of the game for broker/dealers, then it's no surprise that Ralph DeVito and The Investment Center are the winning team in Division II this year. |
Investment Advisor September 2007 James J. Green |
Leading the Way The leaders of the 2007 Broker/Dealers of the Year reflect their reps: optimistic, opinionated professionals whose business savvy is growing in a challenging environment |
Investment Advisor September 2010 James Manouse |
IA Soapbox: B/D Marketing Departments Are Wrong A marketing department must help to make the affiliated rep the dominant rep in their local area. |
Registered Rep. March 1, 2007 |
The Road to Independence For some wirehouse reps, the business risk of facing a market downturn without the safety net of a big Wall Street firm is too great. That's why the first thing you need, indie reps say, is commitment. |
Investment Advisor September 2005 Andrew Gluck |
The Gluck Report, Part II: Broker/Dealer Tech Report How broker/dealer Portfolios Financial Services uses technology to maximize business. |
Registered Rep. September 1, 2004 Will Leitch |
For Advisors, 2003 Was a Better Year The fortunes of advisors took a turn for the better in 2003, according to the annual report from the Securities Industry Association. |
CRM April 2015 Oren Smilansky |
Athenahealth Increases Engagement with Force Management's QStream Platform The learning-based gamification program teaches reps better sales techniques. |
Financial Planning June 1, 2013 |
How the FP50 List Was Compiled The results of Financial Planning's 28th annual survey of independent broker-dealers are based on data provided by 78 participating firms. |
Pharmaceutical Executive August 1, 2005 |
Backpage: Feet-on-the-Street Interview A new survey asked pharmaceutical reps how their job has been changing. One bit of good news: A few reps think it's easier to get past the receptionist's desk. |
Entrepreneur March 2004 Kimberly L. McCall |
Trump Card Could adopting a straight-commission system be a good bet for your business? |
Investment Advisor September 2006 |
Woodbury Financial services Woodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple comment on a Broker/Dealer of the Year ballot from one of Woodbury's reps was instructive on the firm's personal appeal to reps. |
Investment Advisor September 2006 Melanie Waddell |
Next Financial Group Only seven years old, NEXT Financial has won broker/dealer of the year honors for the sixth year in a row, and did it in three different divisions as its rep force has grown. |
Investment Advisor April 2007 James J. Green |
Watch LPL Grow The largest independent broker/dealer acquires three Pacific Life Insurance Co. broker/dealers. |
Registered Rep. September 1, 2007 |
Correction Advanced Equities corrects, confirms management program's average production. |
Registered Rep. March 14, 2013 |
Keeping Brokers Happy Cerulli research reveals the B/D products brokers really value, and those they don't. |
Registered Rep. February 21, 2007 John Churchill |
Smith Barney Comp Pleasant Surprise Judging from initial reports from reps, the written version of the new plan is an improvement from the prior version -- a plan many reps equated to a pay cut despite the firm's insistence that it was "revenue neutral." |
CRM May 2006 Jim Dickie |
What Does CRM Really Do to Help Salespeople? In a recent survey of sales executives, more than 70% of participating firms show positive results from using CRM systems. |
Entrepreneur January 2006 Kimberly L. McCall |
Surface Tension Give sales reps a break before their stress bubbles over. Here are tips from an expert to ensure your reps don't get frazzled. |
Investment Advisor October 2007 Kathleen M. McBride |
A Shot in the Dark When giving advice on investments as full-service reps do, what is that worth as opposed to taking orders for execution as discount brokers do? It has been difficult to analyze whether full-service representatives are getting paid what they are worth, relative to their peers. |
Registered Rep. October 1, 2006 Janet Arrowood |
Protect Your Clients, Protect Yourself If registered reps don't sell their clients life insurance, someone else will -- and that's a risk reps probably shouldn't take. At least, that's one conclusion that can be drawn from the results of two separate studies. |
Registered Rep. June 1, 2007 |
All About the Benjamins Reps say the darndest things. |
Financial Planning May 31, 2006 |
FP50: The Results The broker-dealer data broken down: Total Revenues... Reps and Production... Products: Commission and Fee-Based... Corporate Staff... etc. |
Financial Planning June 1, 2005 |
FP50: The Results The 50 largest independent financial advisory firms--this year's FP50--in words and graphs. |
CFO June 1, 2010 |
How to Turn Off Your Customers A survey reveals the worst practices of sales reps. |
Registered Rep. December 1, 2005 John Churchill |
UBS: You Against Us? According to rank-and-file reps surveyed, UBS brass did a lot of things right this year and can take a bow -- and then quickly straighten up and fix the rest of what reps say is still ailing the firm. |
Financial Planning May 1, 2007 Andy Effron |
Practice Tips Finding time to recruit reps and grow your practice can be challenging. But if you're willing to supervise, perform audits and have a Series 24, you can potentially act as an Office of Supervisory Jurisdiction and collect overrides from reps. |
Registered Rep. August 1, 2006 Kristen French |
The More Things Change Despite the big push for millionaire clients throughout the industry in recent years, average annual revenue per financial advisor for all firms has remained relatively constant. |
Registered Rep. November 1, 2005 Janet Arrowood |
The Clash of Perception and Reality Findings from two separate studies highlight the fact that one of the largest inhibitors of insurance sales is a perception gap between clients and advisors. Here's how reps can help clients make the right choices. |
Registered Rep. October 1, 2005 Matt Barthel |
Insurance and the Generation Gap Reps historically have been reluctant to sell life insurance because of the steep learning curve associated with the products, and there is evidence that many still are hesitant to put forth the effort necessary to grasp the products' nuances. |
Registered Rep. January 1, 2006 Kristen French |
What's in a Name? Financial advisor is the name most of the other wirehouses use for their registered reps these days. It reflects the industry's attempts to transform its reps from commission-based stock jockeys to fee-based relationship managers. |
Registered Rep. April 29, 2009 Halah Touryalai |
Wirehouse Advisors Switch Firms in March The number of reps switching broker/dealers during the month was up 34 percent versus the number who switched in February. |
Investment Advisor June 2009 James J. Green |
Leadership In volatile times, communication and culture are broker/dealer leaders' touchstones. |
Pharmaceutical Executive February 1, 2006 Nappi & Rodgers |
Marketing to Professionals: Streamlined Scheduling Better scheduling of sales visits can increase doctors' receptivity to pharmaceutical reps. |
Entrepreneur February 2003 Kimberly L. McCall |
Hot for Cold Calls It's a red-hot marketing tool. But how do you get reps to warm up to picking up the phone? |
Entrepreneur December 2004 Kimberly L. McCall |
Remote Control Allowing sales reps to work off-site definitely has its perks, but before you try it, be sure telecommuting makes sense for your business. |
Investment Advisor September 2009 James J. Green |
How the Representatives Voted The year 2009 marked the 19th time that Investment Advisor asked its readers who are representatives of independent broker/dealers to rank their own B/Ds on 14 discrete categories, along with an overall rating. |
Investment Advisor January 2008 Kathleen M. McBride |
Clearly Profitable It's an evolution revolution at the big clearing firms. |
Entrepreneur December 2005 Kimberly L. McCall |
Money Talks Motivate sales reps with the almighty dollar. |
Registered Rep. December 1, 2005 Kristen French |
Merrill Lynch: Still Wirehouse Queen Merrill reps like what they see. This year, the firm kept top honors among wirehouses in the Broker Report Card surveys, and beat its own overall score from last year. |
Pharmaceutical Executive October 1, 2005 Christopher Lisanti |
Physician Frustration Doctors have had enough. But reps can still redeem themselves. As the industry thinks about new sales force models, it should look beyond ROI numbers, toward a new paradigm that not only works for pharma, but also for its customers. |
Financial Advisor August 2005 David J. Drucker |
An Uncommon Practice Management Guru What's so special about Joni Youngwirth? How about the career history and specialized training that make her the perfect advisor to reps, not to mention the passion she brings to her position, vice president of practice management. |
Financial Planning June 1, 2008 |
FP 50: Survey Results, 2008 The biggest & fastest growing independent broker-dealers in 2008. |
Inc. May 1, 2010 John Brandon |
3 Remote Tech-Support Services Create your own virtual IT department. |
Investment Advisor September 2009 James J. Green |
Chosen: 2009 Broker/Dealers of the Year The firms given the highest ratings among their peers by their own reps in the 19th annual Broker/Dealer of the Year balloting. |
AskMen.com April 4, 2002 Ian Lee |
Schwarzenegger's Workout Routine Because so many guys want to know how Ah-nuld did it, I've decided to recap his bodybuilding tips, principles and routines to help any aspiring or veteran bodybuilder learn from the best... |