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The Motley Fool February 12, 2004 Dayana Yochim	Money SOS Got a money situation? Get armed before you call for professional reinforcements.
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The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
The Motley Fool March 24, 2004 Dayana Yochim	Put Your Plan on Paper Life happens. Is your financial plan happening right along with it?
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Planning July 1, 2007 Suzanne McGee	Serving Small Business Forging solid relationships with small-business owners gives financial planners a chance to grow with clients.
Financial Advisor April 2004 Grove & Prince	Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.
Registered Rep. December 4, 2014 Diana Britton	Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life.
The Motley Fool December 6, 2010 Dayana Yochim	3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good.
Registered Rep. June 28, 2011 Diana Britton	Putnam: Advice Plays Large Role in Retirement Readiness Individuals who receive professional financial advice are more likely to be prepared for retirement, no matter what their income level is, according to a recent survey.
The Motley Fool November 4, 2004 Dayana Yochim	Expecting the Expected Like a midlife crisis, some money milestones can be easily anticipated. When it comes down to it, your money, like your health, is your responsibility. The more you know, the better off you'll be.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
The Motley Fool January 22, 2004 Selena Maranjian	Saving for College College costs can be managed with proper planning.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.
On Wall Street October 1, 2010	Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs.
Investment Advisor June 1, 2011 John Sullivan	Catching up with... Eric Henderson As senior vice president of individual investments for Nationwide Financial, he's responsible for both the consumer and plan sponsor sides of the business.
Registered Rep. November 1, 2005 Kevin Burke	A Less-Taxing Retirement Fear of a too-small nest egg is the driving force behind many an advisor/client relationship. But such a high level of anxiety might be out of place.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
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.
On Wall Street March 1, 2010 Gerri Leder	Are You A Thought Leader? Most branches have one and they're not necessarily the oldest or the top producers.
The Motley Fool December 14, 2010 Dayana Yochim	How to Tell Your Advisor's Real Agenda This four-step background check will reveal whether you're about to get sound advice, or advice that just sounds good.
Registered Rep. October 28, 2015	JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Financial Planning May 1, 2013	Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.
The Motley Fool April 2, 2004	Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.
On Wall Street September 1, 2012 Frances A. McMorris	Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.
The Motley Fool October 21, 2004	Red Flags for Advisors Financial advisors can save you big bucks, but choose them carefully.
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
The Motley Fool April 30, 2010 Dayana Yochim	4 Questions Only the Best Money Pros Can Answer How to find an advisor who gives sound advice, not advice that just sounds good.
U.S. Banker October 2002 John Adams	Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
Financial Planning December 1, 2010 John J. Bowen, Jr.	Team Player Many advisors have asked me for more specifics about expert teams-what they should look like and how best to build them.
Registered Rep. January 1, 2006 Susan Konig	Getting In By Taking the Worry Out Small business owners can be anxious clients at first, but after or so, many advisors say the nature of the relationship changes. What they want is an informed, competent and honest advisor.
The Motley Fool January 14, 2005 Selena Maranjian	Win Ben Stein's Respect! If it's dawning on you that you might be woefully underprepared for retirement, don't despair. It's probably not too late.
AskMen.com Michael Estrin	How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you
AskMen.com December 9, 2001 Rashmikant Patel	Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor?
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
The Motley Fool October 20, 2011	Exactly Why Your Broker May Be Dangerous Be careful out there, because the broker you choose may have an agenda.
The Motley Fool November 4, 2004 Gardner & Gardner	How to Rule Your Retirement Want to take control of your retirement? Read on.
On Wall Street May 1, 2012 John Diehl	The Retirement Touchstone As an advisor with the ability to assess retirement readiness, you too can help them move toward the future with a greater sense of confidence, security and trust. You can do so by serving as their retirement touchstone.
Investment Advisor December 2006	The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations.
Registered Rep. June 14, 2013 Mark Miller	The Voice of Reason for Jittery Employers A growing number of employers are worried that their workers won't be prepared to retire. For advisors who consult with workplace plans, the heat is on.
The Motley Fool March 3, 2004	Alphabet Soup of Advisors What are all those fancy acronyms embossed on financial advisors' letterheads? While these designations don't ensure that the person does good work, they do say the person has had some training and experience, and perhaps a lot of it.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
The Motley Fool January 24, 2006 Selena Maranjian	Financial Advice, Cheap Not everyone can or should go it alone, and there's no shame in seeking expert financial advice. It's important to take the time to find a trustworthy advisor with whom you're comfortable.