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Investment Advisor November 2007 Mark Tibergien	Heirs and Omissions In planning for succession, think of your financial advising practice as a family business. If parents and children can manage through the natural conflicts, most practices have a great opportunity to last through another generation.
Job Journal June 13, 2004 Marty Nemko	Quick Fix: Is the Customer Always Right? Unbending customer service may not be the best policy.
On Wall Street August 1, 2012 Denise Federer	The Perks and Perils of Working in the Family Business You may not work with your relatives but many of your clients probably do. Being aware of the personal and financial impact of such unresolved conflict can enhance your understanding of some of the issues your clients in family businesses may be facing.
Insurance & Technology October 20, 2009 Chuck Cornelio	Secrets of IT Talent Management: Workforce Risks Worth Taking Sometimes the less obvious candidates are the right ones when it comes to selecting your IT leadership team.
AskMen.com Nate Steere	The Three Types Of Power At Work You have three main sources of power: role power, expert power and relationship power. Let's break down each and give examples of when to use them.
Knowledge@Wharton August 27, 2003	Family Ties: Succession Seen Through a Successor's Eyes Like monarchies, one of the thorniest problems family firms face is succession. Over the years, academics have explored factors that can smooth the succession process for family firms. A second-generation successor talks about how the process has gone.
AskMen.com Eddie Chandler	7 Steps To Stop Being A Pushover Are you the passive type of man who, despite your best intentions, lets others walk all over you? If your friends and colleagues view you as the peacemaker, the one who won't rock the boat or the man who never says "no," maybe it's time to change.
AskMen.com John Peabody	Managing Workplace Friends Learn how to make and sustain positive workplace friendships and still get ahead by following these five tips.
Job Journal May 8, 2011 John A. Challenger	Career Pros: Time to Target Workplace Bullies Aggressive attempts to achieve business objectives must be distinguished from unwarranted aggression toward employees.
CRM July 12, 2013 Carolyn Crews	Create an Exceptional Customer Service Culture Invest in your team to build a talented employee base.
Job Journal March 7, 2004 Michael Kinsman	CAREER PROS: Women Take Charge More white-collar managers are women.
AskMen.com Jasper Anson	Keeping Clients Happy Whether you're self-employed or serve as the first point of client contact for your employer, the way in which you handle clients will play a large role in your company's success. If you can keep them happy, they'll keep you happy.
Financial Advisor September 2004 David L. Lawrence	Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money.
Financial Advisor June 2007 Rebecca Pomering	Building The Dream Team A performance management system is critical to the health and success of any financial advisory firm. A well-designed performance management system helps managers meet the need for individual challenge and motivation that aligns with the firm's strategic direction.
Financial Advisor December 2008 David Lawrence	Sending A Message Employee manuals set rules for financial advisory firms that can save time and money.
Nursing Management August 2006 Bonczek & Woodard	Who'll Replace You When You're Gone? By planning for your successors, you can provide nurses attractive leadership development opportunities to seamlessly fill your shoes.
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
AFP eWire September 16, 2015 Ingersoll & Gamble	Five Steps to Stronger Succession Plans in Nonprofits The departure of long-time leaders, especially founder/CEOS, is particularly challenging in the nonprofit sector.
AskMen.com Edward Chalmers	Dealing with Conflict Between Colleagues Butting into the middle of an office fray can bring irreparable damage to your interpersonal work relationships. But if tension, name calling and nastiness is affecting productivity, you might have to bite the bullet and do something about it.
Investment Advisor September 2010 Angela Herbers	The Fast Track: The Six Most Common Problems with Employees Owner advisors, read this column, then give it to your employees.
Investment Advisor July 2010 Angela Herbers	The Fast Track: Taking It Personally It's a lot easier to put in the long hours if you only hire people that you really like.
National Defense February 2016 Denise Brucker	Carefully Tailor Codes of Conduct A company must be exceptionally careful about the language that it uses in describing and proscribing prohibited behavior to avoid running afoul of federal labor law.
Investment Advisor December 2006 Charles Goldman	Do It Now; Do It Right It's important for financial advisors to look ahead and ask the question: How do you plan to exit the business? If you're not sure, it's time to consider your options -- sell externally or internally -- and create a business transition plan that spells out the future of your firm.
Fast Company	Ask The Experts: I Think I'm Being Discriminated Against For Having A Baby It is often difficult to pin point when a new mother returns to work and feels her opportunities have diminished.
HBS Working Knowledge April 17, 2006 Eric J. McNulty	Can You Manage Different Generations? What if the people you're counting on to lead your company into the future won't be there when you need them? Or what if they don't even want the roles for which they are being groomed?
Industrial Physicist Lou Carloni	Hiring and firing Hiring or firing an employee is a challenging, emotional experience and a pathway to possible lawsuits. To reduce the emotional trauma and to be more effective in hiring and firing people, try these timetested strategies.
AskMen.com February 8, 2004 Edward Chalmers	13 Ways To Command Respect At A New Job In essence, you can't necessarily command respect at a new job; you need to earn it. Whether you are new to the corporation or just received a promotion or transfer from another department at your current place of work, you'll want to gain respect from everyone in the company.
Investment Advisor July 2010 David DeVoe	Succession Planning: Planning Your Future Tips for financial advisors on choosing a successor, valuation, informing clients, etc.
Commercial Investment Real Estate Jan/Feb 2008 Paige Palmer	Personnel Assets To recruit and retain talented professionals, commercial real estate companies must recognize that employees are one of their most valuable assets.
Investment Advisor May 2007 Joni Youngwirth	Risk Management--for Yourself Think you've got a handle on risks to your financial advisory practice? Think again.
Investment Advisor December 2006 Mark Tibergien	Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting.
AskMen.com John Peabody	Sexual Harassment 101 It is important to know what constitutes sexual harassment, some of the finer points of inter-office diplomacy, and what to do in case the unthinkable happens.
Financial Planning December 1, 2011 Deena Katz	Replacing Yourself Who's going to sit in your chair and meet with your clients when you're no longer doing it? That question leaves many advisors speechless.
Financial Advisor April 2006 David J. Drucker	A Case Study In Succession Planning Regarding succession plans other than sales to outside parties, here's a look at Brooks Nelson who, in his 51 years, has probably thought and learned more about succession planning than most financial advisors ten years his senior.
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.
Entrepreneur April 2009 Chris Penttila	Awkward! 10 potentially sticky work situations and how to manage them.
AskMen.com Samuel Hui	Managing Without Authority One of the most daunting challenges you may encounter in the workplace is what to do when you are expected to lead the line but are not given the authority to do so.
Investment Advisor April 1, 2011 Angie Herbers	Now Cultures and No Cultures There are really only two kinds of problem employees, and both can be turned into great employees
Financial Advisor October 2010 David Lawrence	A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action.
Financial Planning September 1, 2007 Laura A. Candris	Manager No-No's Disgruntled employees can sue employers at any time. Here are some common employee relations mistakes management should avoid.
HBS Working Knowledge January 19, 2004 Conger & Fulmer	Bench Strength: Grooming Your Next CEO Finding a new CEO goes beyond maintaining a roster of talent. Smart companies link succession planning with leadership development.
AskMen.com Roberto Rocha	6 Ways To Master Office Politics There's no way to eradicate office politics. But there are ways to keep them friendly, light and harmless. While it's commonly accepted that the attitude of an office reflects the attitude of the boss (i.e. lazy manager = lazy workers), employees have a lot of power to influence morale.
Inc. November 2006 Stephanie Clifford	10 Questions to Ask Your Partner (Before You Sign an Agreement) Answers to questions about decision-making and leadership roles in business partnerships.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
Investment Advisor July 2006 Angela Herbers	The Fast Track: Positive Party Annual evaluations can bring out the good in your employees. The problem is that many financial planners simply don't know how to conduct a good evaluation of their employees to achieve these positive results. Here's how to get it right.
Investment Advisor July 2010 Olivia Mellan	Olivia's Advice on Succession Planning Creating a succession plan now will create greater serenity and security for yourself, your family, your employees, and your clients.
Financial Planning October 1, 2009 Martin M. Shenkman	Succession To-Do List Succession planning is a vital component of every estate and financial plan for every professional client and business owner. Here are ten succession planning tips.
Financial Planning July 1, 2005 David Grau	The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages.
Financial Planning April 1, 2010 Deena Katz	Set Up for Succession Succession planning is not just a personal transition; it is very much a practice transition as well. The success of the person you select to follow you depends upon how well you have prepared to hand off your practice management functions.
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.