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Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
Registered Rep. March 1, 2006 David A. Geracioti	To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
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 Planning June 1, 2008 Stacy Schultz	More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.
Financial Planning August 1, 2007 John J. Bowen	The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers.
On Wall Street June 1, 2010	Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Registered Rep. December 8, 2015	2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results.
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
Investment Advisor August 2007 Maya Ivanova	A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Financial Planning October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
Registered Rep. March 31, 2015 Megan Leonhardt	Pay and Compensation There seems to be little correlation between satisfaction and production: Advisors earned an average of $548,176 in gross annual production last year and $71.8 million in assets.
Financial Advisor March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
Registered Rep. February 29, 2012 Jerry Gleeson	It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.
Registered Rep. December 15, 2011 Diana Britton	Want to Outperform in 2012? Fire Some Clients The fastest-growing advisors in 2012 are likely going to be those who can become more calculated and deliberate about the types of clients they do business with.
Registered Rep. June 1, 2015 Megan Leonhardt	Compensation Survey 2015: Crunching the Numbers The industry has come a long way in embracing a fee-based business.
Investment Advisor March 2010 James J. Green	Redefining for Retirement There's a "different mindset" that advisors need to have when focusing on the distribution phase of a client's life.
Investment Advisor March 2007 Mark Tibergien	Refer Madness A disciplined marketing approach will help you drive future growth for your financial advisory practice.
Registered Rep. May 1, 2008	It's Okay to Outsource The number of financial advisors who say they regularly outsource at least a portion of the portfolio-construction process more than doubled to 34 percent in 2007, up from just 14 percent in 2006.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Investment Advisor September 2009 Philip Palaveev	Tortoise or Hare Which business model is most acceptable to investors? And which to advisors?
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. December 8, 2015	2015 Broker Report Card: Stagnating Assets? It's no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip.
Financial Advisor November 2003 Blomfield & Hamil	Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.
Investment Advisor February 2009 Kara P. Stapleton	Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.
Registered Rep. October 30, 2015	The State of Independence: Robo Rising Advisors like automated investment platforms for a number of reasons.
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.
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
On Wall Street September 1, 2009 Gerri Leder	When Trust Is Broken, Value Is Compromised Make no mistake: Many clients' trust in their advisors has been shaken. This is the time for advisors to re-establish the value they offer.
Registered Rep. June 23, 2010 Halah Touryalai	Too Much Client Hand-Holding, Not Enough Prospecting The nervous-client-syndrome has yet to wear off. That's according to a new survey that says most advisors are still spending the majority of their time with existing clients rather then generating new business.
On Wall Street December 1, 2010 Matthew Leung	Winning Over Clients Who Have Been Burned It's not surprising that investors and even financial advisors may be disheartened about the market. So how can advisors remain motivated and prevent clients from sitting on the sidelines?
Financial Advisor December 2005 Grove & Prince	Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers.
Investment Advisor April 2008 Lewis Schiff	Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves.
Registered Rep. December 21, 2011 Diana Britton	Aite: Bloom Coming Off the Rose of Social Media? Financial advisors are just getting started, and already, the bloom seems to be coming off the rose, Aite Group says.
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
Financial Planning February 1, 2010 Marion Asnes	One Fee to Bind Them In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going?
Registered Rep. May 8, 2013 Diana Britton	Moving on Up: Go Independent and Make More $ Advisors who switched firms saw a jump in their compensation, especially among those who went independent.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
Financial Advisor September 2005 Raymond Fazzi	A Question Of Trust Custodians square off in a newly competitive trust services market.
Financial Planning September 1, 2010 Donna Mitchell	Social Value A joint study of 144 registered investment advisors by Pershing Advisor Solutions and Aite Group offers evidence that social media is more than an afterthought for advisors. Instead, it's a useful tool for reaching potential customers.
Investment Advisor July 2009 Moseley & Spencer	Tech Evangelist At multistate wealth management firm LarsonAllen, an increased workload and limited staffing resources made it imperative that those advisors who weren't using the firm's automated rebalancing technology get on board.
On Wall Street April 1, 2013 Lorie Konish	Five Questions with Matt Matrisian The director of practice management at Genworth Financial offers advisors tips on avoiding common blind spots.
On Wall Street November 1, 2011 Elizabeth Wine	The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors.
Investment Advisor July 2006 Maya Ivanova	Power of the People With the proper guidance, training, and nurturing, your employees can expand your firm's presence, networking opportunities, and pool of referrals and help you grow your financial advisory firm.
Registered Rep. May 19, 2014	The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy.