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Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
Financial Planning October 1, 2012 John J. Bowen, Jr.	Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success.
Financial Planning March 1, 2011 Stephanie Bogan	Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself.
Financial Planning August 1, 2011 John J. Bowen, Jr.	The Power of Your Presence In coaching advisors for 11 years and serving as a financial planner and investment firm CEO for 26 years before that, I've found that many of the most elite advisors have a secret weapon: the power of their presence.
On Wall Street June 1, 2010	Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services.
Investment Advisor January 2009 Joni Youngwirth	Got Game? A simple, four-page plan can keep you in the advisor game regardless of the economic and financial weather.
Financial Planning September 1, 2010 John J. Bowen, Jr.	Leadership Lessons Advisors work with people all the time and have to demonstrate leadership qualities to a network of experts, centers of influence and strategic partners.
Investment Advisor January 2006 Dan Wheeler	Tools of the Trade: Five Building Blocks Financial advisors often ignore their own business practices and procedures for delivering a great client experience. As a result, they wind up disappointed with their level of success. To take care of business, follow these steps.
Financial Planning March 1, 2007 John Nersesian	Making a Map Your business plan is the road map that ensures your advisory practice goes in the direction you want to achieve your goals. A properly drawn business plan will ensure that you are heading in the right direction.
Financial Advisor June 2006 Raymond Fazzi	When Clients Also Are Friends Financial advisors rely on their own judgments and instincts when it comes to serving friends and relatives.
Financial Planning February 1, 2013 John J. Bowen, Jr.	5 Ways to Act Like an Entrepreneur Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.
Financial Advisor June 2007 David J. Drucker	Defining Success Do financial industry studies of profitability and compensation measure success the way you define it? Maybe it's time for the media to abandon assets under management in favor of a more appropriate measure of advisors' accomplishments.
Registered Rep. January 1, 2006 Anne Field	The Good Problem This month's "Fix My Business" column focuses on an industry veteran who faces what many other successful advisory practioners face: a bulging practice in need of a tune-up to increase efficiency and, as a result, profitability.
Financial Planning November 1, 2011 Stephanie Bogan	It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday.
Investment Advisor April 2008 Susan Bradley	E Pluribus Unum When clients have a sudden change in their money situation, collaboration among their advisors is crucial.
Financial Planning November 1, 2008 Michael A. Bell	Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
Financial Advisor November 2009 Andrew Gluck	Restoring Order A practice management expert offers ten tips for creating your 2010 advisory business plan.
Financial Advisor January 2006 Grove & Prince	Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
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.
Financial Advisor September 2004 Tracey Longo	7 Sins Of Bad Business Planning Correcting these bad business practices might make your financial firm seem like heaven.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
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 Planning August 1, 2007 Ray Sclafani	Get Some Support An increasing number of B-Ds are recognizing the importance of coaching and training for advisors -- especially their top producers.
Financial Advisor April 2007 David Drucker	Becoming Fashionable Financial advisors need to help their clients understand that a fulfilling retirement combines a wide range of variables such as having a clear vision of retirement goals as well as financial preparedness.
Financial Advisor February 2006 David J. Drucker	Retiring Can Mean Business What do you tell a financial advisory client who wants to start a business with his retirement nest egg?
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Financial Planning May 1, 2008 Ray Sclafani	To Each His Own For many advisors, teaming up with a coach just makes sense -- and dollars.
Financial Planning August 1, 2012 John J. Bowen, Jr.	Go, Team, Go! How to break through the barriers that exist that prevent financial advisors from breaking through to a higher level of success.
Financial Advisor September 2012 Joni Youngwirth	The Role Of The CEO Thinking of hiring a CEO? Here's what you should expect her to do.
Investment Advisor April 1, 2011 Steve Luckenbach	The Path to Authentic Client Service Advisors must 'serve,' not 'sell' in order to regain investors' trust and elevate their perceptions of the financial services industry
Financial Advisor September 2005 Tracey Longo	Billion Dollar Babies What makes some of the biggest investment advisory firms in the country tick?
Financial Advisor November 2012 Joni Youngwirth	From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours?
Financial Planning May 1, 2008 John J. Bowen	The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors.
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
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.
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
Financial Planning April 1, 2010 Donna Mitchell	The Philosopher At a certain point in the financial planning process, the advisor needs to step back and ask, "What's the purpose of all of this?" So teaches George Kinder, founder of the Kinder Institute of Life Planning.
Financial Advisor July 2008 Andrew Gluck	Process Can Make Your Firm Great Ironically, financial advisors -- planning professionals -- often fail to plan strategically for their own businesses. Creating business processes is key to running a successful financial advisory practice and making your firm great.
Financial Planning February 1, 2011 John J. Bowen, Jr.	What CPAs Want Almost 82% of wealth managers have told CEG Worldwide that referrals from other professionals, such as CPAs, are a very important source of new clients.
Financial Planning August 1, 2013 John J. Bowen, Jr.	Make Big Changes: 4 Clear Steps Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Financial Advisor March 2011 Roy Diliberto	The Importance Of A Vision Without a clear vision of what you want your financial business to look like, your business plans may have little chance for success.
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.
Financial Planning December 1, 2009 John J. Bowen Jr.	Ten for 2010 Here are five steps that advisors can take right away, followed by five more that will help them position their practices for long-term success.
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 August 2012 Jon Beatty	A Promising Road Advisors are enjoying strong growth despite significant challenges in the financial markets.