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Registered Rep. July 6, 2012 Lauren Barack	Lights, Camera, Action: YouTube Made Them Video Stars Financial advisors are tuning up their video skills and using YouTube to build branding, net clients and sell newsletters.
Financial Advisor June 2012 Karen DeMasters	On The Air Advisors take to online videos to make their case.
Registered Rep. April 10, 2012 Lauren Barack	Q&A: Using Videos to Go Viral The founder of Financially Wise Women talks about how she comes up with her ideas, and why she thinks everyone should start shooting their own personal flicks.
Registered Rep. July 2, 2015 Matt Oechsli	The On-Screen Advisor Even if you aren't allowed to create videos today, you need to be at the front end of this trend. You can do this by becoming comfortable in front of the camera.
Financial Planning October 1, 2012 John J. Bowen, Jr.	Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success.
Financial Planning November 1, 2012 Dave Grant	It's Time to Fix Your Website for Financial Advisors If your firm's home page looks like it s stuck in the 1990s, you re likely driving away prospects and employees. Here are 7 rules for making an upgrade.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
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.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
Registered Rep. March 3, 2010 Kristen French	New Social Networking Site Targets FAs LinkedFA is a new website is trying to cash in on the social networking craze and resolve some of the thorny regulatory questions that social networking sites raise for financial advisors.
Financial Planning October 2, 2007 Gwen Moran	Cybersocializing Here's how financial planners are making the most of social media.
Financial Planning July 1, 2011 Temma Ehrenfeld	How's Your Money Feeling? Most planners want to know what you're thinking as far as your money is concerned, but Rick Kahler also wants to know what's on your mind.
Investment Advisor August 2006 Susan L. Hirshman	The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.
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 October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Commercial Investment Real Estate Mar/Apr 2011 Rich Rosfelder	Broadcast Your Business As the popularity of YouTube illustrates, online consumers -- including property investors -- are hungry for video.
Search Engine Watch April 11, 2011 Greg Jarboe	How to Become a YouTube Partner Want to become a YouTube Partner? Here are some things a small channel can do to meet YouTube's requirements.
Registered Rep. June 27, 2011 Diana Britton	Advisors Use More Visual Tools With Clients Appealing to the visual, emotional part of clients' brains can help clients better understand concepts surrounding money and better engage with their advisors.
CRM April 2012	Video Won't Kill the CRM Star If you haven't considered creating videos for your organization's Web site, you probably should, as there are very compelling reasons to invest in them.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Planning November 1, 2009 Donna Mitchell	4 Questions with Michael J. Silverstein The author of Women Want More examines the spending categories of women and particularly emphasizes how unhappy women are with financial services, healthcare and consumer durables.
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.
Investment Advisor June 2010 John Sullivan	Grow and Learn A poll recently conducted by the SEI Advisor Network found that the top priority for advisors in 2010 is to "create new initiatives to increase sales and grow business."
Registered Rep. October 29, 2013 David Armstrong	Editor's Letter: November 2013 A common refrain heard at industry conferences and in the trade press is that "the financial services industry suffers from a bad reputation. How can we rebuild client trust?"
Financial Advisor March 2004 Grove & Prince	Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.
Financial Planning October 1, 2009 David E. Adler	Wealth Management Report The stock market crash and resulting Great Recession have tested wealth managers' business models, along with everything else financial.
Registered Rep. December 4, 2012 Jerry Gleeson	Taking Care of Business A survey this year by REP./Wealth Management.com shows how RIA attitudes differ from those among advisors in other channels.
Registered Rep. August 19, 2011 Kevin Nichols	Five Tactics for Leveraging Social Media in Volatile Markets The following are five social media tactics forcommunicating your calm presence, bolstering your brand and simultaneously finding new prospects in tough times.
Financial Planning August 1, 2012 Ingrid Case	Keeping Your Head in the Game You can't ignore your long-term goals and expect your planning business to thrive. But you can find ways to attend to those goals by using some tactics that other planners have relied on to balance long- and short-term business needs.
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.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Financial Planning July 1, 2008 John J Bowen	Can We Talk? Reaching out to clients and communicating with them during periods of intense market volatility is an absolutely essential-and effective-way to differentiate yourself from other advisors and win the loyalty of your clients.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
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.
Financial Planning February 1, 2008 John J. Bowen Jr.	The Wow Factor Never underestimate the role that client service plays in your advisory business.
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.
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 Planning October 2, 2007 Suzanne McGee	Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.
Investment Advisor January 2008 Susan L. Hirshman	Referrals Revisited:Part II Matching financial advisory clients' perceptions of your value with the reality.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Advisor January 2006 Grove & Prince	Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Financial Advisor February 2006 Grove & Prince	Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors.
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.
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.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Registered Rep. May 19, 2014 Anne Field	Breathing New Life Into an Old Marketing Strategy Often, advisors can take a while before they understand the importance of using social media to solidify their reputation, at the least, and, at best, to attract real business.
Investment Advisor September 2010 Ray Sclafani	The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1 How top advisors are re-engaging with clients at a tenuous time.
Financial Planning January 5, 2008 John J. Bowen Jr.	Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community.