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Registered Rep. September 1, 2006 Anne Field	Taking the Growth Plunge Even with the most sophisticated technology available, your financial advisory practice isn't going to grow significantly unless you start staffing up.
Registered Rep. September 29, 2011 Anne Field	Romancing New Clients John Vance was looking for ways to boost revenues at Vance Wealth Group. Vance realized one area was particularly important: his process for handling new clients -- specifically, the first three months or so of the relationship.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
Registered Rep. November 24, 2010 Anne Field	Balancing Act: Cost Cutting Vs. Growth Figuring out just how to grow while cutting costs involves a sleight-of-hand. For many advisors, it means keeping a lid on such non-revenue generating items as bonuses, salaries and travel.
Registered Rep. June 30, 2011 Anne Field	Clearing the Hurdles To Growth You can't build a house without a strong foundation. That, in essence, is why it's so important for advisors, from the beginning, to have a long-term vision and blueprint for the type of practice they want to create.
Financial Advisor July 2008 Andrew Gluck	Process Can Make Your Firm Great Ironically, financial advisors -- planning professionals -- often fail to plan strategically for their own businesses. Creating business processes is key to running a successful financial advisory practice and making your firm great.
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.
Investment Advisor June 1, 2011 Angie Herbers	Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems.
Investment Advisor March 1, 2011 Angie Herbers	A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house.
Registered Rep. August 4, 2010 Anne Field	Listen To Your Clients You need to make sure you have your finger on your clients' pulse and an up-to-the-minute understanding of what they like -- and dislike -- about what you do. It's particularly important in the current climate of disillusionment, when clients are switching advisors right and left.
Investment Advisor October 2007 Julie Littlechild	Got a Minute? A big study finds that the best financial advisors are efficient in two different ways.
Financial Advisor November 2008 John Knowlton	A Bigger Challenge A reasonable case can be made that the greatest challenge facing the financial advisory profession will be to attract, develop and retain qualified staff.
Financial Advisor June 2005 David L. Lawrence	Finding And Keeping Great Employees Things to do---and to avoid---when it's time to grow your financial advisory staff.
Financial Advisor October 2007 David Lawrence	Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc.
Financial Advisor February 2005 David J. Drucker	Applying E-Myth Principles To Your Employees Maybe value vs. lifestyle doesn't have to be an either-or proposition. Perhaps those building financial firms with growing client bases and burgeoning staffs can have both value and quality of life?
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
Investment Advisor March 2007 Angela Herbers	Beyond the Numbers By increasing the level of service and the effectiveness of our financial advisory firm operations, we add value to the products and services we offer.
Investment Advisor January 2010 Angela Herbers	The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Financial Advisor March 2006 Tracey Longo	The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.
Registered Rep. July 1, 2006 Anne Field	Growing Pains Ever think of your financial advisory practice as your baby? Well, you should. For one thing, it needs an awful lot of care and attention. For another, you can expect it to go through a number of fairly predictable stages of growth.
Financial Advisor March 2007 David L. Lawrence	Managing Your Employees: A Holistic Approach Finding time to manage employees can be more than just a simple challenge for financial advisors. One solution is to take a systems approach, offering efficient management techniques within an environment that fosters individual employee growth.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Investment Advisor August 2009 Adam Moseley & Wade Spencer	New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases.
Investment Advisor July 2008 Mark Tibergien	Awaken Your Inner Manager It seems that financial advisory practices hit a wall at various points -- at a staff of three, again at eight, again at 15, and so on. How can you break through these walls to successfully manage and develop your staff?
Financial Planning February 1, 2013 Joni Youngwirth	3 Ways to Help Your Staff Your practice depends on your employees. Here are 3 ways to help them help you.
Entrepreneur November 2006 Romanus Wolter	Trust Your Team Don't be afraid to delegate. You'll empower and inspire your employees - and make the most of your own time, too.
Investment Advisor September 2008 Bob Clark	Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice.
Registered Rep. December 29, 2010 Anne Field	Succeeding At Succession A quarter of firm owners lack an exit plan, according to a 2009 survey by Rydex/SGI's AdvisorBenchmarking. And more than one-third don't have a timeline for when they're going to leave the business.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Financial Planning November 1, 2008 Michael A. Bell	Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time.
Financial Advisor July 2006 David L. Lawrence	How To Hire The Perfect Employee Look at why you want to hire someone -- and what job they'll do.
Financial Planning December 1, 2007 Theodore Walters	Practice Tips How financial planners can outsource tasks that prevent them from meeting clients and prospects.
Investment Advisor April 2006 Bob Clark	Clark at Large: Is Bigger Really Better? Before you rewrite your strategic plan based on Moss Adams's new research, think about why you became an independent advisor in the first place.
Investment Advisor November 2005 Mark Tibergien	Formulas for Success: Tear it Down to Build it up Operations is the next crucial area of focus for successful financial advisors. Are you ready?
Entrepreneur November 2004 Nichole L. Torres	Hire Learning If you're used to being a sole proprietor, training your first employee can be a challenge. Will your new hire fit in with your business? How can you make sure he or she completes tasks correctly and efficiently?
Financial Planning August 1, 2008 Elizabeth O'Brien	Joining the Fray Those who can, do, the saying goes. Three Moss Adams consultants embraced this sentiment over the past year, leaving their prestigious perches at the Seattle-based firm to practice what they preached.
Investment Advisor October 2007 Mark Tibergien	Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside?
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
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.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Financial Advisor May 2004 David L. Lawrence	Tactical Efficiency Here are some basic steps to let you do more with less effort.
Investment Advisor January 2006 Maya Ivanova	Listen Up Financial advisory firms are demonstrating their ability to weather the tough times of the last few years. But to continue their profitability in the future, they need to make client service a priority.
Registered Rep. July 1, 2005 Anne Field	Appreciation in the Age of Regulation The Financial Planning Association's code of ethics stipulates that advisors must disclose to clients whenever they receive sponsorship money for client appreciation events.
Investment Advisor October 2009 Angela Herbers	Don't Hire Yourself When hiring to grow their firm or adding a partner, most older (and typically entrepreneurial) advisors make the mistake of trying to hire younger advisors who are just like themselves.
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Financial Planning September 1, 2008	Letters to the Editor Letter to the Editor: Raymond James responds to "Be Careful What You Wish For"...
Financial Advisor November 2007 Tracey Longo	Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.
Financial Advisor October 2007	Editor's Note Success spawns its own challenges, and now the biggest problem confronting the advisory business is the availability and supply of labor.
Financial Planning February 1, 2007 Stephanie Bogan	Invest in Your Staff Too often advisors want to buy a talented team of employees that automatically knows what to do. But teams aren't bought, they're bred.