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On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.   |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
Financial Planning
May 1, 2011
Scott Schutte |
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly. |
Financial Advisor
May 2009
Bill Bachrach |
Face Time People skills are the competitive advantage for financial advisors in today's economic climate. |
On Wall Street
April 1, 2013
Denise Federer |
Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness. |
Financial Planning
October 1, 2011
John J. Bowen, Jr. |
Listen Deep At the heart of successful client relationships is your ability to understand clients on a meaningful level. |
Financial Advisor
October 2005
David J. Drucker |
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link. |
Financial Planning
August 1, 2009
Karen Lee |
A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success. |
Registered Rep.
September 1, 2005
Kevin McKinley |
Fomenting The (Financial Literacy) Revolution An interview with Carrie Schwab Pomerantz, senior vice president and chief strategist of consumer education for Charles Schwab & Co., as well as president of The Charles Schwab Foundation on her work focusing on providing financial literacy, especially to teens. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
Financial Advisor
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
Investment Advisor
November 2006
Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. |
Financial Advisor
January 2005
Steve Sanduski |
Getting To The Heart Of The Matter Here's how to connect with your prospective financial advisory clients. |
Financial Advisor
July 2008
Richard B. Wagner |
Who Else Is In The Room? A good financial advisor must be aware of what other opinions are influencing their clients decisions. |
Financial Advisor
June 2011
Roy Diliberto |
Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money. |
Registered Rep.
January 1, 2011
Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. |
Registered Rep.
February 1, 2005
Ruth Halcomb |
In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters. |
On Wall Street
November 1, 2010
Edmund G. Nasief |
Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities. |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Financial Planning
October 1, 2013
Ann Rieder |
Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs? |
Financial Planning
December 1, 2009
Deena Katz |
Can We Talk? When working with clients (in fact, with everyone), we need to understand that each of us experiences the world differently. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Financial Advisor
February 2006
Mitch Anthony |
The Goals Conversation Is Overrated Start connecting with financial advisory clients on "what is" and "what will be" -- not just on "what might be." |
Lucire
July 26, 2011
Elyse Glickman |
Lucire Living: Sophie's Choices While a career in life coaching can be lucrative, Sophie Chiche finds true enrichment in making a literal world of success stories and advice available to all. |
Registered Rep.
April 1, 2007
Kevin McKinley |
Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow. |
Financial Planning
October 1, 2006
Cal Brown |
Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner. |
On Wall Street
February 1, 2012
Denise Federer |
The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions. |
Investment Advisor
January 2006
Steve Moeller |
The Business of Advice: When Talk Isn't Cheap Have bigger conversations with financial advisory clients; both of you will benefit. |
Investment Advisor
January 2010
Olivia Mellan |
Who Owns Whom? Do we own our stuff, or vice versa? Advisors deal with this issue for clients. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
HBS Working Knowledge
February 9, 2004
Beer & Eisenstat |
Got a New Strategy? Now Make it Happen Many strategies never take off for lack of honest discussion. |
Registered Rep.
August 10, 2011
Boswell & Nichols |
Shaky Markets, Substantial Opportunities With memories of 2008 looming in the background, the Dow plunging in response to a AAA downgrade and media pundits fueling fear and uncertainty everywhere you turn, it's natural for investors and advisors to become a bit nervy. |
Fast Company
December 2003
Bill Breen |
You Talking To Me? Talk is cheap? Think again. Here's how to make conversations count. |
| Vietnam |
Joe Devlin: The Boat People's Priest Following his five-year ministry in the Mekong Delta, Jesuit priest Joe Devlin became the champion of the Vietnamese boat people who fled to Thailand. |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
The Motley Fool
March 29, 2010
Robert Brokamp |
The Fooly-Wed Game A fun, financial version of the Newlywed Game for you and your partner. |
Financial Planning
December 1, 2006
Marshall Eckblad |
Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children. |
Investment Advisor
January 2008
Susan L. Hirshman |
Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality. |
Job Journal
March 1, 2009
Carole Kanchier |
Small Talk Can Lead To Big Things Studies show that the ability to converse with people is an essential trait for career success. Whether you're up for a promotion or looking for a new job, small talk can help create connections and lead to bigger and better things for your career. |
Financial Planning
March 1, 2012
Kol Birke |
Not So Rosy Outlook There are ways to prepare your message and deliver it in such a way that can help you optimize the chances that your clients will thank you for verbalizing what they have been silently dreading. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
