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Financial Advisor
May 2007
Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience?   |
Financial Planning
February 1, 2011
Temma Ehrenfeld |
Town Hall Tales Cicily Maton began calling "Town Hall" meetings for her clients. During the worst of the down market, 30 people would attend, with another 20 participating by phone. Now clients ask if they can bring friends. |
Registered Rep.
March 1, 2006
Lynn O'Shaughnessy |
Collaborative Divorce A bitter divorce can be hard on everybody, including a financial advisor. As husband and wife try to inflict emotional and financial damage on one another, their advisor may be caught in the middle. But there is a better way -- collaborative divorce. |
Financial Advisor
September 2010
Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
Financial Planning
May 1, 2011
Marie Swift |
Client Communications 2.0 Here's what advisors need to know to communicate with new clients who are more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services. |
Financial Advisor
May 2011
Matt Greco |
High Anxiety Rich and poor are worried about money. A group of financial planners and psychotherapists has formed to discuss issues of common interest. |
Registered Rep.
November 1, 2002
Ruth Halcomb |
When Affluenza Strikes It can be every advisor's dream. But for those unprepared, it can become a nightmare. Lesson No. 1: The nouveau riche aren't like you or me. Emotions can run high as erstwhile family members and charities look for a chunk of their money; truly, handholding can become a huge part of your job. |
Financial Advisor
December 2005
Joel Bruckenstein |
Under The Radar While relatively unknown, FPS ODS is a desktop software application that works remarkably well as a platform that combines a client relationship management (CRM) system with a financial planning system. |
Financial Advisor
November 2009
David Lawrence |
Different Light Two recent conferences look at economic pressures on advisors, but from different perspectives. |
