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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.
Financial Advisor June 2010 Andrew Gluck	Advising Doctors As medical economics change for the worse, both physicians and their financial advisors are getting organized.
Financial Planning July 1, 2011 Suzanne Sataline	Code Blue? Many financial planners say their physician clients are fretting that they won't have enough money saved to retire on schedule, and that their savings won't hold through their elderly years.
AskMen.com Tara Weiss	Reasons Not To Become A Doctor There were once many rewards to being in the medical profession. For decades, doctors earned hefty paychecks, had autonomy and respect. Those benefits are fading, and as a result, so is the number of doctors.
Financial Planning May 1, 2007 John J. Bowen	Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market.
Managed Care December 2002 Diane Cook	Beware the Hidden Consequences of the Malpractice Crisis Soaring malpractice insurance rates are thinning out provider ranks in at least a dozen states. Could access problems pose issues for HMOs in those areas?
Investment Advisor July 2009 Angela Herbers	The Fast Track: Highly Focused, Very Happy Solo advisor Brian Fenn personifies the power of niche advising.
Financial Planning April 1, 2012 Jim Grote	Caring for Health Professionals As vice president and shareholder at Security Ballew Wealth Management in Jackson, Miss., Karl Byrd knows all too well the reputation that physicians have among financial planners.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
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.
BusinessWeek June 17, 2009 Catherine Arnst	Why the AMA Will Likely Support Health-Care Reform Obama's plan might lower specialists' pay, but it would help primary-care doctors, save the industry billions, and please voters.
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
Investment Advisor November 2005 Bob Clark	Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Registered Rep. January 1, 2007 Gresham & Gresham	The Price Isn't Right Know Your Worth: Here are four ways financial advisors can improve their pricing models -- and boost their reputations.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Financial Advisor September 2005 Raymond Fazzi	A Question Of Trust Custodians square off in a newly competitive trust services market.
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 January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
AskMen.com April 15, 2001 Joshua Levine	Choosing The Right Doctor Choosing a doctor is one of the most important decisions you can make. It's probably best made when you are healthy and have some time to think about a number of possibilities. If you don't have a doctor or are thinking about changing doctors, now may be the best time to look...
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
On Wall Street July 1, 2009 Elizabeth Wine	Capital Calls: The Plight of the Partner Making partner in an advisory firm once conjured up images of crazy wealth, but these days you may end up paying your company.
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.
Managed Care June 2003	Malpractice Fury Raises Concerns About Access Protests by physicians over rising malpractice insurance premiums may be signaling a political shift that could make doctors see Republicans as their allies, a public-advocacy official thinks.
Financial Advisor April 2004 Grove & Prince	Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
BusinessWeek February 7, 2005 Arlene Weintraub	A Remedy For Malpractice Malaise Hospitals are offering free coverage to recruit doctors from private practice
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
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 July 2012	It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.
Financial Planning July 1, 2010 Stephanie Bogan	Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade.
Financial Planning November 1, 2009 Rick A. Jaye	Captivating Captives Publicly traded Fortune 500 firms know the benefits of captive casualty insurance companies (captives). Now successful small to midsize businesses are discovering many of the benefits larger companies have long enjoyed.
Financial Planning March 1, 2007 John J. Bowen	Your Network of Experts Working with experts outside of your advisory firm is a key component of successful wealth management. But choosing the right professionals to work with isn't easy. Here's how to do it.
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 October 2007 Tracey Longo	Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement.
Financial Advisor February 2, 2009 Jeff Schlegel	Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn.
Managed Care December 2007 John Carroll	How Doctors Are Paid Now, And Why It Has to Change Everyone knows about the perverse incentive of fee-for-service medicine, but that hasn't had much effect on its use.
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...
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Advisor April 2005 Tibergien & Pomering	The Challenge Of Growth Most financial advisory firms are too big and yet too small. The profession is at an entrepreneurial crossroads.
Financial Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
Pharmaceutical Executive August 1, 2005 Lena Chow	Docs of Shanghai They're short on status, pay, and respect, but China's young doctors hold keys to the world's fastest growing pharmaceutical market.
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.
Investment Advisor January 2006 Mark Tibergien	Formulas for Success: The Right Practice Model With more than 25 different financial advisory practice models, it's hard to know which business you are in. To understand the limitations and opportunities that each model offers is to discover the key that will unlock the struggle with income growth, client service, and business development.
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 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.
Registered Rep. February 9, 2011 Charles Paikert	Wealth Management Firms Focusing On Client Experience Since the financial crisis, firms have been ramping up their focus on all aspects of client interaction.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.