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On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
Registered Rep. January 5, 2011 Mindy Diamond	Lining Up Your Pros And Cons The following is a list of some of the pain points advisors who want to leave their firm often describe.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
Financial Planning December 1, 2011 John J. Bowen, Jr.	Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond.
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.
Financial Planning May 1, 2013 Suzanne McGee	Say Goodbye to Bad Clients For a variety of reasons, advisors sometimes need to cut ties with clients. Here s how to make a clean break.
The Motley Fool November 21, 2008 Dan Caplinger	Invest Smarter Without Being a Sucker Market panics are hard. Get the help you need.
On Wall Street April 1, 2010 Matthew Leung	Mining Wholesalers For Great Ideas In this tough market environment, advisors are not only relying more heavily on their wholesalers, they're also looking for different kinds of support.
Registered Rep. June 13, 2012 Matt Oechsli	Prospect Facetime: Five Affluent Faux Pas To Avoid Don't be afraid to sell, but mind these pitfalls.
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
Financial Advisor November 2005 David J. Drucker	Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients.
Financial Advisor March 2012 Joni Youngwirth	When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
Registered Rep. January 1, 2003 Grove & Prince	Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact.
Registered Rep. February 17, 2015 Mindy Diamond	When You Move, Clients Move Too For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn't follow, the move could prove disastrous.
Financial Planning July 1, 2007 John J. Bowen	Deep Listening Research shows that financial advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions.
Registered Rep. September 14, 2011 Matt Oechsli	Financial Advisors: 7 Steps for Replacing Distractions with Goals Here are seven suggestions on how financial advisors can shut out distractions.
Financial Advisor April 2005 Anthony & Diliberto	The Foundations Of Trust Financial advisors need to ask about their prospects' values before they ask about their account values. Good questions are the key to a better advisory business.
Financial Planning January 1, 2010 Donna Mitchell	Articulate Your Value A majority of financial advisory clients have been very satisfied with the performance of their providers since the onset of the financial crisis and market meltdown, but almost 10% of clients are neutral or dissatisfied.
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 Advisor April 2009	Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc.
Registered Rep. March 28, 2012 Jerry Gleeson	5 Ways Financial Advisors Can Engage Women Clients Attention financial advisors: your women clients may have a lower opinion of your skills than you imagine.
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.
Financial Planning October 1, 2010 Susan Bradley	Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
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.
Registered Rep. October 28, 2015	Cetera Financial: A 90-by-90 Approach to Transition Cetera Financial built their 90-in-90 Plan to help advisors who are transitioning to another firm, overcome anxiety by laying out a defined, detailed and complete process.
On Wall Street June 1, 2012	Five Questions With Stephen Wershing Forget about asking for referrals. That's the advice of former financial advisor Stephen Wershing, CFP. He tells us how advisors can reorder their thinking.
Registered Rep. March 28, 2013 Lauren Barack	Drive-Through Advice The mass affluent aren't worth a planner's time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors.
On Wall Street August 1, 2012 Carri Degenhardt-Burke	Recruitment Pitfalls to Avoid From making a good first impression to not making as many impressions as you should, it pays to avoid these common pitfalls when the recruiting process is starting its cycle.
Registered Rep. October 14, 2013 Matt Oechsli	Mastering the Personal Introduction An important point to remember is that by asking for an introduction, you are helping your client help you by identifying a specific person you'd like to meet.
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 April 2010 Ray Sclafani	Demystifying Referrals To build a client acquisition system, break the process down into nuggets.
Investment Advisor December 2006 Melanie Waddell	More Than Just Account Aggregation Any advisor who's worth his salt knows that to adequately assess whether a client is on target to retire comfortably, he must have a handle on all of a client's assets.
Entrepreneur August 2007 Barry Farber	Making Dollars With Sense In business, sometimes it's better to let your gut do the talking.
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
Financial Planning November 1, 2008 Stacy Schultz	Key to Happiness The key to an advisor's happiness is support, at least for the independent advisor.
Financial Advisor March 2005 Katz & Evensky	Investment Performance Vs. Wealth Management A survey of high-net-worth clients and their advisors reveals a marked difference in perception between the two groups, particularly regarding value, advice and performance.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
Investment Advisor November 2009 James J. Green	Hybrids on the Rise Asset managers have reacted to the market crisis of 2008 by cutting their overall salesforce personnel by about 5%.
Registered Rep. September 30, 2014	Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013.
Registered Rep. August 18, 2011 Matt Oechsli	Capitalizing on Crisis Four steps to get a handle on your practice and capitalize on this crisis.
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 Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
Financial Advisor May 2011 Jennifer M. Wolfsberg	A Lesson From Jerry Maguire With the tumultuous market conditions over the last decade, how do advisors rebuild their business financially? More importantly, how do we rebuild and strengthen client relationships?
Financial Advisor July 2004 Joel P. Bruckenstein	A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction.
Financial Planning June 1, 2007 Kathy Gevlin	Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction.
Registered Rep. September 27, 2011 Joshua Brown	Opinion: In Defense of the Asset-Based Fee Model If there is a client who feels he is paying fees to a fee-based financial advisor and is unsatisfied with the service -- that client is able to make a single phone call to the custodian brokerage firm and terminate the advisor's fee agreement.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.