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Financial Planning July 1, 2008 Glenn G. Kautt	Idea Person How should the threat of new financial planning competition drive your firm's thinking and strategy?
Financial Planning November 1, 2008 Glenn G. Kautt	Blueprints for Strategy The times, they are a-changin' for the financial planning industry. Look around you, plan your strategy and execute.
The Motley Fool March 30, 2009 Kristin Graham	Finding a Company to Hold Forever These five competitive forces can help uncover investments with long-term profitability.
The Motley Fool February 3, 2005 Selena Maranjian	How to Analyze an Industry Don't buy without considering threat of entry, bargaining power, and more. Take these things into consideration and you may be able to zero in on the most attractive company in the industry.
Financial Advisor November 2006 Tracey Longo	Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be.
Financial Planning June 1, 2008 Philip Palaveev	Be Careful What You Wish For Understanding the advisor and independent broker-dealer relationship.
Investment Advisor January 2008 Bob Clark	Part of the Solution For financial advisors, a fund you run yourself (with help) can solve some thorny issues.
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
Financial Advisor April 2005 David L. Lawrence	Linking Client Profitability To Client Acquisition Goals The kind of financial advisory practice you operate will determine the type of client you seek.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Registered Rep. November 1, 2005 John Churchill	You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services.
Financial Planning October 1, 2010 J. Scott Slater	On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services.
The Motley Fool August 4, 2010 Andrew Bond	Bearish on the Airlines Pricing may be the biggest issue that airlines face in their battle with one another.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Investment Advisor January 2008 Mark Tibergien	Think About These What do you think the future holds for your firm? The following 10 essential considerations have already begun to take root: No. 1: Managing growth... No. 2: Hiring professional management... etc.
Registered Rep. December 4, 2012 Jerry Gleeson	Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise.
Financial Advisor September 2005 Rebecca Pomering	The Haves And The Have-Nots Any report that makes financial advisors examine their profession, the industry, and more importantly their businesses, is a good report. Even if all the predictions in the report are wrong, having built a better business will only be to your benefit, after all.
Financial Planning July 1, 2008 Scott Schutte	Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?
Financial Planning July 1, 2005 John J. Bowen	Narrow It Down Serve one affluent niche market--and serve it well--and you'll be better positioned to build your financial planning business.
Investment Advisor January 2007 Kathleen M. McBride	When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know.
Registered Rep. September 29, 2005 John Churchill	Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
Registered Rep. December 1, 2002 Anne Field	The Eight Ways to Broker Nirvana What successful brokers and advisors need to do is to create a business plan, a road map that takes them to a specific professional goal. That means starting with the right questions about your strongest skills, your most likely target audience, etc.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Investment Advisor July 2008 Angela Herbers	Learning to Listen Like many of their clients, it usually takes a few hard knocks for financial advisors to take advice
Financial Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
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.
Financial Planning December 1, 2007 Joseph J. Duran	Are You a Dinosaur? One of the most important keys to longevity in any industry is to recognize and adapt to major structural shifts in order to avoid becoming extinct. As financial advice changes, it's wise to heed this basic rule of nature.
On Wall Street September 1, 2009 Bill Willis	Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients.
Investment Advisor January 2006 Mark Tibergien	Formulas for Success: The Right Practice Model With more than 25 different financial advisory practice models, it's hard to know which business you are in. To understand the limitations and opportunities that each model offers is to discover the key that will unlock the struggle with income growth, client service, and business development.
Financial Advisor July 2008 Rebecca Pomering	When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.
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 January 2006 Angela Herbers	The Fast Track: Often, Smaller Can be Better Small financial firms can use the research on bigger firms to enjoy continued success.
On Wall Street October 1, 2008 Ray Sclafani	So Many Client Segments, So Little Time A strategic approach to client segmentation improves customer satisfaction and your bottom line.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
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.
Registered Rep. December 4, 2014 Diana Britton	Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life.
Financial Planning August 1, 2013 Dave Grant	5 Rules for Going Solo It s been nearly 3 months since I left my former firm to start my own. Here are a few strategies that have helped me so far.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
Financial Advisor January 2006 Tracey Longo	Working Smarter, Not Harder As more independent broker-dealers set themselves up as strategic outsourcing partners, they are finding bigger and better firms driven to their door by stagnant or shrinking profit margins and the accelerating compliance melee.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
Financial Planning November 1, 2006 Elizabeth O'Brien	The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses.
Financial Planning June 1, 2010 John J. Bowen, Jr.	The Perfect Profile Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions.
Financial Planning April 1, 2008 Bob Veres	The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry.
Investment Advisor January 2008	The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.
Financial Advisor June 2004 Sydney LeBlanc	SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business.
Investment Advisor November 2009 Angela Herbers	Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives.
Financial Planning October 1, 2010 Bob Veres	What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.