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Financial Planning
March 1, 2006
Marshall Eckblad |
Bookshelf: Making Referral Relationships Pay Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs by Thomas Grady details the more durable strategic alliances between financial planners and CPAs.   |
Financial Planning
September 1, 2012
Ann Marsh |
John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners. |
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? |
Financial Planning
February 1, 2005
Paramjit Mahli |
Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand. |
Financial Planning
May 1, 2005
Vincent A. Schiavi |
Trust for Sale When financial planners and CPAs work together, the client doesn't always win. |
Financial Planning
June 1, 2009
John J. Bowen Jr. |
Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations. |
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? |
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. |
Registered Rep.
March 31, 2015
Matt Oechsli |
Upping the Referral Game How do elite financial advisors develop effective referral alliances? |
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. |
Investment Advisor
February 2007
Kara Stapleton |
CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap. |
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
July 2005 |
Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience... |
Financial Planning
October 1, 2012
Tyler V. Cook |
Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way. |
Financial Planning
March 1, 2008
Elizabeth O'Brien |
Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition. |
Financial Advisor
December 2006
Pomering & Littlechild |
Using Client Feedback To Unlock Client Value How can you use client feedback to unlock client value in your financial advisory business? |
Registered Rep.
March 1, 2007
Kristen Dodge |
Are You the Peyton Manning Type? In the financial-planning game, if you want to be a big time quarterback for your client, you've got to know where your receivers and playmakers are to complete a winning play. |
Registered Rep.
June 1, 2012
Anne Field |
Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors. |
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? |
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. |
Financial Planning
May 1, 2005
Paramjit Mahli |
Adviser Pulse Affluent investors need more tax planning advice. |
Investment Advisor
December 2005
Bob Clark |
Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out. |
Registered Rep.
October 17, 2012
Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult. |
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
January 1, 2005
Kristen French |
A Taxing Situation Legislation to require tax preparer registration is on the table and will affect a number of CFP and RIA professionals. |
Job Journal
August 24, 2003
Julia Hollister |
Careers in Finance Explore the world of finance, and you may find an offer you can't refuse |
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
May 1, 2005
Ed McCarthy |
Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change? |
Financial Planning
April 1, 2005
Donald Jay Korn |
2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming. |
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. |
Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. |
The Motley Fool
June 12, 2008
Dayana Yochim |
Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay. |
Financial Planning
October 1, 2005
Kathy Gevlin |
Adviser Pulse Other sectors of the economy may be wallowing in the doldrums with stagnant wages and job uncertainty, but not financial planning. Planners are earning more than ever and are deeply satisfied with their careers. |
Registered Rep.
October 29, 2015
Matt Oechsli |
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts. |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession. |
Registered Rep.
February 1, 2003
Will Leitch |
The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum. |
Investment Advisor
July 2006
Jamie Green |
Show Me, Show Them Stuart Zimmerman's constancy of though and consistency of application have propelled him and the companies he's help found to the top of not just the CPAs-turned-planners field, but the RIA marketplace in general in just 12 years of business. Here's an interview. |
Investment Advisor
February 2007
Mark Tibergien |
No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers. |
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 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
November 1, 2005
Bob Veres |
Integrity Rules If you get right to the heart of any successful planner's best advice, chances are you'll hear the word "integrity." When planners aren't totally credible to themselves, they become a little less convincing to their clients. |
CFO
March 15, 2006
Chuck Jaffe |
The Best Advice Choosing a financial adviser may be the biggest investment decision you make. |
Financial Planning
August 1, 2009
Donna Mitchell |
Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success. |
Registered Rep.
May 1, 2005
Anne Field |
Refer Madness When it comes to finding new business, referrals, of course, are the gold standard. What could be a more effective marketing tactic than having existing accounts or business associates urge their own network of friends, family and clients to seek you out? |
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. |
Registered Rep.
June 17, 2013
Anne Field |
First Timers Cold calling is out; networking is in. Here's how to jump start a practice -- from scratch. |
BusinessWeek
June 25, 2009
Chris Taylor |
Thinking of Switching Financial Planners? It can be a difficult, even emotional decision. Here are some things to consider before breaking up with your current financial adviser. |
Entrepreneur
December 2008
Scott Bernard Nelson |
3 Financial Building Blocks These financial planning basics will keep you on track for the future. |
