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Psychology Today Jul/Aug 2006 Louise Dobson	What's Your Humor Style? Are you a joker? A teaser? A clown? How you deploy your sense of humor says a lot about how you relate to others and to yourself.
Psychology Today Jul/Aug 2006 Polly Schulman	Crack Me Up Humor in relationships is touchy: Laughter can bring you closer, or it can pack a cruel punch. How to avoid the pitfalls and use humor to strengthen your bond.
Financial Advisor July 2011 Mitch Anthony	The Evolving Client Profile Client profiles to go beyond numbers and include a deeper knowledge of clients' personal stories.
Entrepreneur August 2001 Barry Farber	Comic Relief Humor is good medicine; it could also be the best way to close a sale.
Investment Advisor January 2008 Susan L. Hirshman	Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality.
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.
On Wall Street June 1, 2010 Gerri Leder	In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge.
Financial Advisor March 2006 David L. Lawrence	Talking The Talk Learn how to communicate efficiently in a financial advisory practice.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Financial Advisor June 2008 Grove & Prince	Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through.
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.
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 December 2008 Evan Simonoff	Expect A Showdown When the dust from this protracted financial crisis settles sometime in 2009, the demand for independent, objective advice is likely to be stronger than ever.
Financial Planning October 1, 2009 Stephanie Bogan	Marketing that Works While attractive, referrals should not be the sole strategy for driving steady, sustainable growth of your financial advisory business.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Advisor February 2009 Mitch Anthony	Taking Your Client's Pulse A new study says your clients don't blame you for the market crash, but you need to sit down with them and confront the damage.
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 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
On Wall Street July 1, 2009 Doug Dannemiller	Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers.
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.
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 September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Investment Advisor August 2010 Melanie Waddell	Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas.
Entrepreneur February 2005 Nichole L. Torres	Funny Stuff Laughter is the best marketing for entrepreneurs, so find your sense of humor.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
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.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
Registered Rep. May 3, 2007 Kevin Burke	Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Investment Advisor October 2008 James J. Green	When Big Is Better Larry Roth, CEO of the AIG Advisor Group, believes that in these troubled times, being big is quite an advantage.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Financial Planning October 1, 2008 Marion Asnes	AIG Speaks Out An exclusive interview with the team at the top of AIG Advisor Group.
Financial Planning December 1, 2010 Stephanie Bogan	Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Investment Advisor November 2009 Angela Herbers	The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing.
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.
Financial Planning August 1, 2008 Chris Radford	Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business.
Financial Planning December 1, 2007 John J. Bowen	Closing the Gap Financial advisors often know what they should do to be more successful but never actually do it. They need to close that gap.
On Wall Street November 1, 2011 Michelle Lodge	Five Questions With Patrick Kennedy So-called sympathy pricing, or discounting, of transactional trades runs rampant in the full-service brokerage industry, says Patrick Kennedy, co-founder and VP, product and technology, for the intelligence-solutions firm PriceMetrix.
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.
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.
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Registered Rep. May 24, 2013 Sallie Krawcheck	Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.
Financial Advisor May 2009 David J. Drucker	Crisis Intervention Broker/Dealers unveil new programs to help advisors survive the recession.
Financial Planning July 1, 2010 Stephanie Bogan	Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade.
Financial Planning November 1, 2010 John J. Bowen, Jr.	Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
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.