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Registered Rep.
July 31, 2012
Mindy Diamond
You Fixed My Business! We checked back in with a few of the advisors profiled in this column over the years to see how they fared. Turns out, they took most of the advice, and did pretty nicely with it. mark for My Articles similar articles
T.H.E. Journal
September 2000
Online Destination Links Teachers with Resources Great Online Tools for Schools, GOTSchool Inc., has launched GOTSchool Teachers, a Web site for K-12 teachers to find and share resources. mark for My Articles similar articles
T.H.E. Journal
August 2005
Discovery Educator Network to Bolster Virtual Community The Discovery Educator Network is a nationwide community of innovative teachers who use digital media to make learning more powerful and engaging, and who help fellow teachers learn how to take advantage of digital learning. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Anne Field
A Nic(h)e Business As the market becomes more saturated, it's important for financial advisors to offer something unique. Here's where to start. mark for My Articles similar articles
Investment Advisor
March 1, 2011
Peter Montoya
Ten Marketing Strategies for New Advisors Times are tough, but these real-world strategies can help get a new -- or struggling -- advisory practice off the ground. mark for My Articles similar articles
Registered Rep.
September 1, 2006
Anne Field
Taking the Growth Plunge Even with the most sophisticated technology available, your financial advisory practice isn't going to grow significantly unless you start staffing up. mark for My Articles similar articles
Financial Advisor
September 2008
Rebecca Pomering
Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous. mark for My Articles similar articles
T.H.E. Journal
October 2004
Chris Rother
Evaluating Technology's Role in the Classroom Teachers are using computers more than ever before for everything from instruction to handling administrative chores and communicating with parents. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 13, 2011
Charles Paikert
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring. mark for My Articles similar articles
T.H.E. Journal
August 2004
Bob Owens
Database System Helps Keep Everyone Informed in Rural Vermont School District An educational management system built on FileMaker Pro database software helps teachers, parents and administrators find new ways to collaborate in order to improve the education of students. mark for My Articles similar articles
Registered Rep.
March 29, 2006
John Churchill
Narrow Your Focus to Get Bigger Clients Financial advisors need to pick a segment and learn all it takes to serve them, from building a network of other professionals with similar expertise to getting involved in programs and events that cater to them -- basically building the practice around them. mark for My Articles similar articles
Investment Advisor
April 2006
Bob Clark
Clark at Large: Is Bigger Really Better? Before you rewrite your strategic plan based on Moss Adams's new research, think about why you became an independent advisor in the first place. mark for My Articles similar articles
Registered Rep.
December 1, 2006
Anne Field
The Metamorphosis If you are ready to go out on your own as a registered investment advisor, you're likely to encounter a host of tricky problems and stumbling blocks. Here's a look at five of those problems and what you can do about them. mark for My Articles similar articles
Investment Advisor
September 2008
Bob Clark
Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice. mark for My Articles similar articles
T.H.E. Journal
October 2004
Hofer, Chamberlin & Scot
Fulfilling the Need for a Technology Integration Specialist A look at the current role of a school-based technology coordinator. mark for My Articles similar articles
T.H.E. Journal
November 2003
Chris Rother
Technology's Value in Education A teacher survey reveals the importance of student access to computers and the need for more tech training. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Anne Field
The Eight Ways to Broker Nirvana What successful brokers and advisors need to do is to create a business plan, a road map that takes them to a specific professional goal. That means starting with the right questions about your strongest skills, your most likely target audience, etc. mark for My Articles similar articles
T.H.E. Journal
July 2008
Cathy Higgins
An Inside Job One educator's efforts to introduce her colleagues to online professional development demonstrates how a school's most effective technology leaders are often homegrown. mark for My Articles similar articles
Investment Advisor
August 2005
The Gurus Speak What's the biggest challenge for independent financial advisors? 15 marketing experts weigh-in: Talk About Your Journey... Have a Clear Plan... Specify Goals... etc. mark for My Articles similar articles
On Wall Street
October 1, 2008
Larry Silver
Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio.. mark for My Articles similar articles
T.H.E. Journal
June 2001
Keith Oelrich
Virtual Schools A 21st-century strategy for teacher professional development... mark for My Articles similar articles
Registered Rep.
December 29, 2010
Anne Field
Succeeding At Succession A quarter of firm owners lack an exit plan, according to a 2009 survey by Rydex/SGI's AdvisorBenchmarking. And more than one-third don't have a timeline for when they're going to leave the business. mark for My Articles similar articles
T.H.E. Journal
September 9, 2009
Joel Shore
Profile :: Carla Wade Whether working at the classroom or state level, the former science teacher has shown a passion for teaching educators the most effective ways to integrate technology. mark for My Articles similar articles
Financial Advisor
February 2006
Marla Brill
11th-Hour College Planning Parents of older children turn to financial advisors for college funding strategies. mark for My Articles similar articles
Financial Advisor
April 2004
Sydney LeBlanc
What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be? mark for My Articles similar articles
T.H.E. Journal
October 2000
Andrew Hoffman, Ph.D.
Technology Built for Teachers We all love technology, but adapting one's teaching style to the new resources often takes more time and energy than it's worth and doesn't truly help the learning process. When technology is built for teachers' direct benefit, it will have startling results on the educational process... mark for My Articles similar articles
ifeminists
October 29, 2002
Glenn Sacks
The Teachers' 'Code of Silence' Police officers are well-known for their "code of silence" -- their hesitation to divulge information about the misdeeds of other officers. Educators have a similar code, and our silence serves to keep failing teachers in the classroom, to the detriment of thousands of students. mark for My Articles similar articles
Investment Advisor
February 2007
Mark Tibergien
No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
Building a Brilliant Career Larry Barton of The American College offers words of wisdom on how to be a successful financial advisor. mark for My Articles similar articles
Financial Planning
April 1, 2007
Kathy Gevlin
How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions. mark for My Articles similar articles
Investment Advisor
August 2006
Melanie Waddell
High Definition A good number of financial advisors are making strides in perfecting their marketing techniques to help them stand out from their competition and attract new business. mark for My Articles similar articles
Registered Rep.
July 1, 2006
Anne Field
Growing Pains Ever think of your financial advisory practice as your baby? Well, you should. For one thing, it needs an awful lot of care and attention. For another, you can expect it to go through a number of fairly predictable stages of growth. mark for My Articles similar articles
T.H.E. Journal
March 2008
Matt Villano
Five on Five: A Dialogue on Profession Development A quintet of educators gathers to sound off on what works and what doesn't in the ongoing mission to train teachers to use technology in classroom instruction. mark for My Articles similar articles
Financial Advisor
September 2005
Bruce W. Fraser
How To Survive The SEC Assault Advisors cite a new, more demanding compliance environment. Despite the extra financial and time burden, many advisors feel much better about their businesses, having gone through the compliance process. mark for My Articles similar articles
Financial Advisor
March 2006
Tracey Longo
The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm. mark for My Articles similar articles
Financial Planning
September 1, 2008
John J Bowen Jr
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. mark for My Articles similar articles
Financial Advisor
June 2005
David J. Drucker
The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right? mark for My Articles similar articles
Financial Planning
December 1, 2007
John J. Bowen
Closing the Gap Financial advisors often know what they should do to be more successful but never actually do it. They need to close that gap. mark for My Articles similar articles
T.H.E. Journal
August 2000
Late Breaks - The Big Deal Book of Technology for K-12 Educators mark for My Articles similar articles
Investment Advisor
October 2010
Angela Herbers
Show Yourself the Money Advisors need to learn to pay themselves first mark for My Articles similar articles
Financial Advisor
February 2012
Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins. mark for My Articles similar articles
Financial Advisor
November 2006
David J. Drucker
Who Needs To Market? The question about marketing isn't just how, it's if. Not every advisor wants to market, nor do they need to market. The need depends on three things: your time in the profession, the rate of growth you desire (if any) and the way you practice. mark for My Articles similar articles
Investment Advisor
October 2008
Mark Tibergien
The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox. mark for My Articles similar articles
T.H.E. Journal
June 2008
Esther Shein
One-Stop Shopping With Learning Management Systems Virtual course delivery is only one of many options afforded by an LMS, which allows educators to transfer online a host of educational and administrative tasks. mark for My Articles similar articles
Financial Advisor
May 2005
David J. Drucker
Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying? mark for My Articles similar articles
T.H.E. Journal
May 2004
Cathryn Harvey
Special Education Solutions in the Age of NCLB While an individualized approach to connecting assessment with instruction is helping mainstream students succeed, there have not been solutions that special education teachers can adopt in helping with the issues surrounding standardized testing. mark for My Articles similar articles
T.H.E. Journal
June 2005
Matthew Pittinsky
No Teacher Left Behind Online learning tools provide the foundation for today's professional development programs. mark for My Articles similar articles
D-Lib
February 2009
Marcia A. Mardis
Classroom Information Needs: Search Analysis from a Digital Library for Educators All too often, digital library developers create collections of resources in the absence of rigorous examinations of educator and learner needs. mark for My Articles similar articles
T.H.E. Journal
January 2009
John K. Waters
A 'Second Life' For Educators Lauded as a learning tool, the popular virtual world is now being used by teachers for their own enrichment, providing them with a wealth of opportunities for collaboration, peer interaction, and sharing of resources. mark for My Articles similar articles