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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.
Registered Rep. August 7, 2012 Anne Field	Nailing Your Niche Focusing on a niche market is often considered the road to success for advisors, but even the most promising niches don't always pan out. You may need to make a switch.
Registered Rep. May 24, 2013 Sallie Krawcheck	Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.
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.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
Financial Advisor April 2005 Raymond Fazzi	Advisors For Professional Athletes Team Up Without any real help learning about financial planning for professional athletes, CFP Femi Shote and three other sports advisors founded the Sports Financial Advisors Association.
Registered Rep. October 4, 2011 Charles Paikert	Working With Pro Athletes: Dream Clients Can Also Be A Nightmare In theory, working with professional athletes sounds like a wealth manager's dream come true. But be careful what you wish for, say veteran observers: working with professional athletes can also be a nightmare.
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 March 2012	Frontline News Financial Advisor news: Building A Firm In Tough Economic Times... Keeping Up In An Evolving Space... Go South, Young Man... Wirehouses Still King Of The Hill...
Registered Rep. February 1, 2005 Will Leitch	On the Financial Gridiron Often when an NFL player's career ends, he finds himself at a loss for how to generate new income. So, it's extremely important that players manage their money effectively before the cash spigot gets turned off. This is not an easy sell for a financial adviser.
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
Financial Advisor June 2004 Tracey Longo	Winning Women Clients According to leading financial advisors and trainers across the country, it takes advisors longer to prospect and cultivate women. Here's what you need to know to build a good roster of women investors.
Financial Advisor February 2007 David J. Drucker	The Retirement Dilemma Will your aging client base kill your financial advisory business?
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Financial Advisor February 2006 Grove & Prince	Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors.
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 Planning April 1, 2011 John J. Bowen, Jr.	Listen Up! Want to build great long-term relationships with clients, professional partners and centers of influence in your market niche? Here's a secret: Do a lot less talking and lot more listening.
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.
Investment Advisor July 2008 Angela Herbers	Learning to Listen Like many of their clients, it usually takes a few hard knocks for financial advisors to take advice
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
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 October 2006 Raymond Fazzi	Embracing The Small Client The trend is to seek out big accounts, but many investment managers and planners continue to value relationships with small clients.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Financial Advisor December 2006 Raymond Fazzi	Strong Financial Medicine Specializing in health care professionals is an advisory specialty that is now both worthwhile and in high demand because of the complexity of issues that come along with serving medical practitioners.
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 May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Planning November 1, 2010 John J. Bowen, Jr.	Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward.
Financial Planning August 1, 2008 David A. Twibell	House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
On Wall Street October 1, 2008 Ray Sclafani	So Many Client Segments, So Little Time A strategic approach to client segmentation improves customer satisfaction and your bottom line.
Investment Advisor October 2008 Angela Herbers	One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.
Financial Planning April 1, 2008 John J Bowen	Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients.
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.
On Wall Street July 1, 2013 Todd Colbeck	Mining Your Professional Network Customize your approach to other types of professionals to increase your chances of getting referrals.
Financial Planning October 1, 2010 Bogan & Doss	The Marketing Plan You'll Need The struggle many advisors face is that active marketing can seem as daunting and complex as a piano concerto by Johann Sebastian Bach.
Sports Central August 2, 2005 Jeff Moore	Membership Has its Privileges There are a a number of factors that show the NFL is a club that "likes its own" and resists outsiders -- from colleges, to coaches to commentators.
Financial Planning December 1, 2010 Stephanie Bogan	Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships.
Financial Advisor November 2005 David J. Drucker	Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
AskMen.com October 29, 2003 John Clarkson	The NFL Network: Set To Invade Your TV Leave it to the NFL to take the time necessary to launch a new network the proper way. The first 24-hour, seven-day-a-week cable and satellite television network on the NFL will hit the tube as the playoff races heat up.
On Wall Street January 1, 2012 Todd Colbeck	Becoming A Lean, Mean Referral Machine Referrals are the best marketing system selected by advisors when surveyed -- particularly for the high-net-worth client.
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, 2010 John J. Bowen, Jr.	Group Therapy Thanks to some positive developments in the markets and economy, advisors have been able to move away from defensive activities and focus on offensive maneuvers designed to win new business and build their practices.
On Wall Street June 1, 2013 Braswell & Konish	Leaders: Ranking the Top Wirehouses and Regional Broker-Dealers This year, the leading wirehouse and regional wealth management firms took the steps necessary to ensure they reap rewards as markets hit new highs.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
Registered Rep. June 1, 2006 Halah Touryalai	In Search of the Best A retired financial advisor is building a professional "Best Of" online referral list for consumers. Here's the list so far. Doctors... Lawyers... Veterinarians... Financial Advisors... Accountants... etc.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
Investment Advisor August 2007 Robert F. Keane	Speaking Out Don't be shy about marketing yourself. You have a story to tell. The reality is that most financial advisors think marketing is a dirty word, but properly promoting yourself can bring you more of the types of clients that you want.