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Registered Rep. April 29, 2013 Anne Field	A Mother's Mission: Shelly Church Advisor Shelly Church organized fundraising walks around her home of Naples, Fla., and ran the local chapter of the American Heart Association.
Registered Rep. April 29, 2013	Photo Gallery: Ten Advisors Who Give Back Advisors have many charitable projects including foreign and domestic aid to homeless shelters, the American Heart Association, and supporting charter schools.
Registered Rep. October 29, 2015 Anne Field	A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective.
Registered Rep. May 1, 2008	Pros with Heart This year's 28th annual Outstanding Advisor Award winners could be exactly what advisors need.
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
On Wall Street April 1, 2013 Margarida Correia	Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
Registered Rep. June 17, 2013 Anne Field	First Timers Cold calling is out; networking is in. Here's how to jump start a practice -- from scratch.
Registered Rep. October 1, 2005 Tracy Byrnes	The Hard Conversation Charitable giving can be a great tool for managing a client's taxable income, when used effectively. But before anything good can happen, advisors need to solve the communication problems.
AskMen.com Michael Hirsch	How To: Volunteer For A Charity Many guys want to give back to society somehow. However, many of us can't afford to donate much money to worthy causes. That's why volunteering for a charity is a good alternative.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
The Motley Fool November 1, 2006 Dan Caplinger	How Charities Do Good Charities have a few lessons for the business world.
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.
Financial Advisor September 2007 Jeff Schlegel	Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role.
Registered Rep. May 1, 2005 Anne Field	Refer Madness When it comes to finding new business, referrals, of course, are the gold standard. What could be a more effective marketing tactic than having existing accounts or business associates urge their own network of friends, family and clients to seek you out?
Registered Rep. April 15, 2009 Kristen French	Bank of America Launches Client Referral Program It's one of several referral programs the bank is putting together as part of its integration with Merrill Lynch, including one that would offer leads from the commercial banking division to certain Merrill Lynch advisors.
Registered Rep. August 12, 2010 Jerry Gleeson	Learn the Business of Philanthropy to Keep Assets Advisors are too focused on the nuts and bolts of financial planning and tax strategies, and not looking at the larger picture of how charity is important to their clients.
Investment Advisor December 2007 Robert F. Keane	A Matter of Principle In helping clients, financial advisors do good by giving good advice.
The Motley Fool September 28, 2006 Dan Caplinger	Start Your Own Charity If you feel motivated to go beyond writing a check or working an hour or two a week to make your community a better place to live, you should think about taking the next step and creating a new charitable organization of your own.
Registered Rep. September 20, 2011 Boswell & Nichols	Network Builders for New Advisors Social networks are big business for financial advisors. Your marketing efforts depend on the number and quality of connections you develop.
Investment Advisor November 2005 Robert F. Keane	Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads.
Financial Planning October 2, 2007 Barry Glassman	'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives.
Financial Planning April 1, 2008 John J Bowen	Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients.
Energize February 2010 Susan J. Ellis	Both Receiving and Giving Conspicuous by their absence, particularly in human service agencies, are volunteers with a direct, personal connection to the work of the organization
On Wall Street March 1, 2013	Women Advisors Forum This year's Women Advisor Forum series, which kicks off on May 15 in New York, will include more of the latest lessons from the turf from successful female advisors.
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.
Financial Advisor September 2004 Raymond Fazzi	Helping Clients Help More advisors are assisting clients with charitable giving.
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 April 1, 2011 Joni Youngwirth	To Ask or Not to Ask? Develop an Effective Referral Strategy in a World of Contradictory Advice It's not how, who, or when you ask -- it's if
Registered Rep. December 21, 2011 Charles Paikert	How HNW Charitable Giving Is Changing The giving season is here, but what's being given, at least by philanthropic-minded high-net-worth clients, is changing.
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. 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 Advisor August 2009 Jeff Schlegel	Still Optimistic Most advisors are satisfied with their growth, but intense workloads and lousy markets have caused dissatisfaction to rise.
Financial Planning October 1, 2010 Bogan & Doss	The Marketing Plan You'll Need The struggle many advisors face is that active marketing can seem as daunting and complex as a piano concerto by Johann Sebastian Bach.
On Wall Street January 1, 2012 Michelle Lodge	Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm.
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.
On Wall Street October 1, 2008 Helen Kearney	The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes.
Financial Advisor December 2006 Tracey Longo	Women's Work To get constant feedback from women producers on what they need and want to work smarter, Raymond James formed a 12-member Women's Advisory Council that assists the firm in building out its programs and resources for women.
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.
The Motley Fool November 29, 2006 Mary Dalrymple	A Few Cures for Charity Fatigue It may seem miserly to put your charitable donations on a budget, but sometimes, you just can't help it. Still, that doesn't mean you can't make a contribution to your favorite cause. You can help in other ways besides writing a check. Let's go through some ideas.
Financial Planning November 1, 2010 Julie Littlechild	Secrets of Referrals To crack the referral code, my firm, Advisor Impact, went to the one true source of insight on the topic: your clients.
Financial Planning April 1, 2012 Stephanie Bogan	The Rule of Influentuals A new survey shows that advisors are not proactive when it comes to drumming up clients, which means there's a wealth of untapped opportunity out there.
Energize October 2014 Susan J. Ellis	Whom Don't We Ask to Volunteer? Consider where you recruit and what your expectations are of what applicants will look like. Don't limit your outreach and you'll be rewarded.
Investment Advisor September 2008 Adolf & Kodialam	Brick by Brick How to implement an active marketing program to compliment the traditional word-of-mouth method of finding new clients.
Financial Advisor December 2006 Pomering & Littlechild	Using Client Feedback To Unlock Client Value How can you use client feedback to unlock client value in your financial advisory business?
Financial Planning October 30, 2006 Elizabeth O'Brien	Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning.
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.
AFP eWire June 4, 2007	Finance Committee Calls for Updated, More Extensive Form 990 Sens. Max Baucus and Charles Grassley, the chair and ranking member of the Finance Committee respectively, have asked the U.S. Department of the Treasury to update the Form 990, the annual charity reporting form, and include more information about fundraising.
AFP eWire October 29, 2007	Older Volunteers Now Looking for Payments Retirees and older volunteers are now looking to be paid, even just a small sum, for their charitable work.
Investment Advisor December 2007 Susan L. Hirshman	Referrals Revisited Start today on a better method to get better referrals. Often for financial advisors, your best sources of future clients are right in front of you. You just have to unleash them from your book.
AFP eWire February 28, 2014	Charities, Fundraisers Call New Tax Plan a "Mixed Bag"--Appreciate Simplification, Concerned About Impact on Giving The Association of Fundraising Professionals today expressed its appreciation to Rep. Dave Camp (R-Minn.) for recognizing the unique value of the charitable deduction in his new plan that seeks to simplify the tax code.