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Financial Advisor July 2009 Bill Bachrach	The Ideal Client Community It's one that generates enough money to make your business work and has clients you enjoy.
Registered Rep. March 2, 2010	Check Out RegisteredRep.com's Newly Revamped Advisor Forums Want to "socialize" with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
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.
On Wall Street April 1, 2010	Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities.
Financial Advisor December 2003 Bill Bachrach	The Undisputable Truth Your time is limited, so working with ideal clients is essential.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
Financial Planning July 1, 2010 John J. Bowen, Jr.	Duplicate Efforts Duplicate your top clients -- using their insight to attract more ideal clients like them -- and you'll see a substantial jump in your revenue without much additional variable cost.
The Motley Fool November 9, 2010 Daniel Joshua Rubin	Capital Punishment: Microsoft's Not-So-Smart Phone Can Microsoft steal some of the iPhone's glory? Don't count on it.
Financial Planning October 1, 2006 Swift & Gary	12 Media Don'ts As a financial advisor, print media can boost your profile and sales, but you have to treat journalists right to keep them coming back for more. Here's how.
Financial Planning October 1, 2013	Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
Registered Rep. May 17, 2011 Kristen French	For Quantum Growth, Wow Your 50 Top Clients Financial advisors should focus extra attention on their 50 best clients to achieve growth and build their "ideal" practice.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
On Wall Street October 1, 2008 Frances A. McMorris	Proving Your Worth in Today's Tough Markets As we head into the final months of the year, volatility in the markets remains unchecked. Now is the time for advisors to prove their worth to their clients.
AskMen.com Michael Estrin	How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor August 2006 Giles Kavanagh	What Other Advisors Believe Here, a financial industry consultant offers critiques of effective (and not so effective) business beliefs regarding asset allocation and diversification made by financial advisors.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
Financial Planning July 1, 2009 Gail Buckner	An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security.
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
Registered Rep. December 4, 2012 Megan Leonhardt	(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
The Motley Fool October 10, 2008 Mac Greer	Fool Video: Dow Down 7% -- What Now? What should you do now? What does it mean for your retirement?
Investment Advisor August 2008 James J. Green	Catching up with...Mitch Politzer Even if there has been a sea change in annuities, there's still a lag among advisors in terms of using the products. Mitch Politzer, president and CEO of First Ameritas Life Insurance Corp. of New York, discusses the instruments.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
Financial Advisor July 2011 David Lawrence	The Mobile Advisor Is working without an office a viable business model?
Financial Advisor March 2012 David Lawrence	Consolidation Quickens Advisors are increasingly turning to others to increase service and decrease costs.
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Registered Rep. November 20, 2009 David A. Geracioti	Schwab Survey Shows Many FAs at Big Firms Disgruntled (Surprise!) Obviously, the dramatic upheaval that changed the landscape of Wall Street is having some negative effect on advisors at major firms.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Financial Advisor January 2011 Bill Bachrach	Why You Are Lucky This may be the perfect time to reflect on the financial advisory business and how to maximize your intrinsic value.
Financial Planning December 1, 2008 Scott Schutte	Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services.
Financial Planning July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
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.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Financial Advisor March 2007 Lee Eisenberg	Saints In Shoulder Pads Many people don't seem fundamentally inspired by the retirement life they imagine for themselves. It just might take a financial advisor who doubles as a creative writing teacher to help clients get over their Inspiration Deficit Disorder.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.
Financial Planning February 1, 2008 John J. Bowen Jr.	The Wow Factor Never underestimate the role that client service plays in your advisory business.
Financial Planning March 1, 2008	What's the Big Idea? Advice from experts in the financial planning field to help you move your practice ahead.
Financial Advisor April 2004 Raymond Fazzi	Social Insecurity Revisited Greenspan's remarks on Social Security cuts put advisors and clients on edge.
Financial Planning November 1, 2010 Joni Youngwirth	Calling All Advisors Over the past five years, advisors recruiting advisors has become an increasingly hot topic. Why?
Financial Advisor October 2, 2009	Advisor Emporium Products of interest to advisors: LPL Launches retirement plan program... MassMutual captures retirement sales... Morristown Financial Group is launching Advisor AdvantEDGE... SAM adds sustainable investments... EPH China fund is created... more...