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Financial Planning
October 1, 2011
Scott Wenger |
Due Influence The winners and runners-up of this year's Financial Planning Influencer Awards (p. 66) are proof that the industry is awash in innovative ideas to attract clients, build - and protect - client assets and practice profits, and guide the careers of younger advisors.   |
Financial Planning
October 1, 2013 |
Influencer Awards: See the Winners Our seven honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year s winners. |
Financial Planning
September 30, 2013
Ilana Polyak |
Practice Management: Joni Youngwirth To be a standout advisory firm, it's no longer enough to draw up stellar client financial plans or design winning asset allocation strategies. If a business is to thrive, it must also be at the top of its game in operations, marketing, recruiting and risk management. |
Financial Planning
November 1, 2010
Marion Asnes |
The Influencers Please join me in a heartfelt congratulations to all of our 2010 Financial Planning Influencer Award winners. We hope to award you next year. |
Financial Planning
October 1, 2012
Scott Wenger |
Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem. |
Financial Planning
September 30, 2013
Paula Vasan |
Tech Innovator: Sheryl Rowling A decade ago, advisor Sheryl Rowling went looking for rebalancing software that was easy to implement and affordable. The two market leaders at the time, iRebal and Tamarac, were expensive and complicated. |
On Wall Street
June 1, 2013
Denise Federer |
Leveraging Your Influence Make an impact in the workplace without the CEO title. In order to influence the behavior of your clients and colleagues and gain your desired outcome, you must leverage the power of your leadership role. |
CRM
December 11, 2015 |
RhythmOne Expands Partnership with TapInfluence The partnership works to further expand influencer marketing. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Information Today
August 4, 2015 |
The Open Data Institute's Open Data Award Finalists Winners were chosen in five categories. |
Financial Planning
October 1, 2013
Kathy Kristof |
Prominent Advisor Easing Into a Handoff At Briaud Financial Advisors, the founder said she wanted a succession plan - until her daughter actually made her an offer. |
