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Financial Advisor December 2010 Roy Diliberto	The Power Of Sharing Trust builds quickly with clients when you ask questions about their life stories and share yours with them.
Financial Advisor June 2005 Roy Diliberto & Mitch Anthony	A Practice You Can Live With Don't let your financial advisory business become your master.
Financial Advisor October 2008 Roy Diliberto	The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.
Financial Advisor February 2010 Roy Diliberto	Basic Truths These truths for financial life planners form the foundation of their integrity.
Financial Advisor April 2005 Anthony & Diliberto	The Foundations Of Trust Financial advisors need to ask about their prospects' values before they ask about their account values. Good questions are the key to a better advisory business.
Financial Advisor February 2005 Diliberto & Anthony	The Death March Of Numbers Just as we wouldn't commence a financial advisory client interview with, "How are you and how much do you have?" neither should we progress into numbers gathering until the proper emotional context has been established for the work we will do.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Financial Advisor October 2007 Roy Diliberto	Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Financial Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
Financial Advisor December 2006 Roy Diliberto	A Dentist's Formula For Success Knowing what financial advisory clients value most in life provides advisors the information to guide them in the right direction.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Financial Advisor December 2006 Lewis Altfest	Behavioral Financial Planning Behavioral financial planning is not so much an alternative way of looking at personal financial planning as it is a practical supplement to it. Knowing what motivates people and finding ways of improving results is what behavioral planning is all about.
Financial Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
Financial Advisor June 2009 Roy Diliberto	Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Financial Planning October 1, 2013 Scott Wenger	Sheryl Garrett's 'Lifestyle' Planning Network Sheryl Garrett considers the future for her low-cost firm. Can she maintain a feeling of community while ensuring its long-term survival?
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Financial Planning September 1, 2005 Donald Jay Korn	The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.
Financial Planning March 1, 2012 Allan S. Roth	The Ethics Dilemma In theory, planners are expected to act as fiduciaries for their clients, meaning that a planner must put a client's best interests ahead of his or her own. In practice, no human being is truly capable of doing this because in the real world our ethics aren't pure.
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Planning September 1, 2006 Joan Warner	Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
Financial Planning December 1, 2005 Marshall Eckblad	Bookshelf Your Client's Story: Know Your Clients and the Rest Will Follow by Scott West and Mitch Anthony shows how financial planners who take the time to learn prospects' life stories will make clients for life.
Investment Advisor June 2010 James J. Green	FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups.
Financial Advisor September 2011 Mary Rowland	Second Chapter Why I chose life planning as my new career.
Financial Planning August 1, 2009 Deena Katz	Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product.
Investment Advisor October 2009 Lewis Schiff	The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice.
Investment Advisor June 2006 Olivia Mellan	Sustainable Growth One is the loneliest number that you'll ever do. But if you're a sole investment advisor practitioner, you may think it's much simpler than expanding your business.
Financial Planning January 1, 2006	2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
Financial Planning March 1, 2008	What's the Big Idea? Advice from experts in the financial planning field to help you move your practice ahead.
Financial Planning April 1, 2013 Scott Wenger	Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
Financial Planning August 1, 2010 Mary Quist-Newins	An Abundance of Caution The financial services industry sometimes gives women a bad rap when it comes to their investment attitudes and behaviors. They are often seen as risk avoidant and even indecisive in their approach to investing.
Financial Planning August 1, 2013 Dave Grant	5 Rules for Going Solo It s been nearly 3 months since I left my former firm to start my own. Here are a few strategies that have helped me so far.
Financial Planning February 1, 2007 Bob Veres	Origin of Our Species Financial planning has gone through some powerful evolutionary stages, but in some respects, the past is still with us.
The Family Room Marty W. Stewart	How to Survive the Internet With Your Kids Q&A
Financial Planning March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Planning December 1, 2005 Gay Jervey	Family Matters Wealth managers who find themselves stymied by clients' family issues -- sibling rivalries, estrangements or simmering tensions -- now have the option to consult with a financial therapist, a new niche service for financial planning firms.
Investment Advisor October 2005 Bob Clark	Clark at Large: After the Flood Hurricane Katrina presents the community of independent financial planners with both challenges and opportunities.
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.
Financial Planning November 1, 2008 Ingrid Case	Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.