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Registered Rep.
March 1, 2008
Stephen Gresham
Looking Out For Numero Uno Many top-performing financial advisors are unable to balance work and "play." They suffer from information overload, boredom with the repetition that often is part of advising affluent families, getting bogged down in details and losing sight of the big picture, and so on. mark for My Articles similar articles
Financial Advisor
June 2010
Andrew Gluck
Advising Doctors As medical economics change for the worse, both physicians and their financial advisors are getting organized. mark for My Articles similar articles
Financial Planning
April 1, 2007
Suzanne McGee
High Net Worth: Affluent Medicine If your financial advisory clients haven't discussed concierge healthcare with you yet, they may well do so very soon. Here's what you need to know. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2008
David J. Drucker
The Inconvenient Truth About Health Insurance Health insurance has become one more area of planning that finds itself on a growing list of risks advisors aren't adequately addressing in their clients' financial plans. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2006
Mark Tibergien
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. mark for My Articles similar articles
Registered Rep.
April 1, 2005
Matt Oechsli
Appearances Matter Wealthy clients weigh a lot of factors when choosing a financial advisor --- cost of services is one of them, but it is far from the most important. mark for My Articles similar articles
Pharmaceutical Executive
January 1, 2013
Al Topin
The Doctor-Patient Disconnect Doctor-patient conversations aren't always what we think; this basic interaction represents both a problem and an opportunity for today's drug marketers, says the author. mark for My Articles similar articles
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... mark for My Articles similar articles
The Motley Fool
September 5, 2006
Dan Caplinger
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. mark for My Articles similar articles
Fast Company
May 2009
Chuck Salter
The Doctor of the Future Cost, access, quality -- the prognosis for American health care may look grim, but innovation is the cure. The medicine of tomorrow is being born today. mark for My Articles similar articles
AskMen.com
Jacob Franek
Balance Caution & Hypochondria Should you be diligent in looking after your own health? Of course, but you need to balance caution and hypochondria. Here's how. mark for My Articles similar articles
Pharmaceutical Executive
March 1, 2013
Al Topin
Less Selling, More Time What can happen when pharmaceutical reps focus on the physician-patient conversation? mark for My Articles similar articles
Registered Rep.
December 4, 2012
Jerry Gleeson
Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise. mark for My Articles similar articles
Pharmaceutical Executive
September 1, 2013
Ben Comer
Share of Screen: Prioritizing Electronic Health Records Are electronic health records a viable channel for engagement? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Anne Field
A Nic(h)e Business As the market becomes more saturated, it's important for financial advisors to offer something unique. Here's where to start. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 2, 2007
Elizabeth O'Brien
Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them. mark for My Articles similar articles
Investment Advisor
April 2007
Lewis Schiff
The Wealth Boom Americans are on the brink of a wealth boom that may dramatically change the financial advisory business. The challenge is to understand these wealth boomers and decide how to profit from them. mark for My Articles similar articles
Financial Planning
February 1, 2011
Deena Katz
RVU Thinking Think of how much more positive and profitable an impact you can have on yourself and your advisory firm once you redefine how you will function within your practice and examine your relative value units. mark for My Articles similar articles
Financial Advisor
August 2009
Roy Diliberto
Transparency: A Model For Our Profession Investment advisers should only have one interest in mind, and that is the individual. mark for My Articles similar articles
Financial Planning
October 1, 2008
Marie Swift
The Big Ask As the financial planning industry has evolved over the years, so have the relationships you enter into with clients. mark for My Articles similar articles
Pharmaceutical Executive
July 1, 2011
Cabacungan & Clark
New Ways to Gain New Brand Insights If you can learn to understand patient and physician behavior, you are well on your way to strengthening the position of your product. mark for My Articles similar articles
Registered Rep.
March 1, 2006
Gresham & Gresham
Prime-Time Risks Getting clients and prospects to confront difficult issues is never easy, but absolutely necessary. Here is a risk inventory checklist financial advisors can use to address the subject. mark for My Articles similar articles
Fast Company
Elizabeth Segran
Doctor Visits Are So 2014 For scrappy startups, going up against the health care system sometimes seems like an impossible task. But fortunately, major players in the industry, such as McKesson, are pushing for change as well mark for My Articles similar articles
CIO
December 15, 2009
Kim S. Nash
Data Sharing That Benefits Customers At Children's Hospital Boston, sharing more data, securely, promises healthier, more satisfied patients. mark for My Articles similar articles
Search Engine Watch
December 31, 2010
Dean Stephens
Health Gets Social in 2010 The role of social media in search results is influencing how health organizations attract and treat patients. mark for My Articles similar articles
Pharmaceutical Executive
September 1, 2012
Al Topin
Doctors' Words No Longer Gospel In the digital age, physicians don't call the shots when it comes to healthcare guidance. Marketers must appeal to multiple sources in seeking ways to garner patient adherence and loyalty. mark for My Articles similar articles
CIO
October 29, 2015
Martha Heller
Amgen uses algorithms to venture into digital healthcare A senior vice president of global marketing and commercial development, says she's working with the CIO to set up a digital healthcare organization that can help physicians better predict how patients will respond to therapies. mark for My Articles similar articles
AskMen.com
Robert Morris
How To Maximize Your Doctor Visit Here's how to get the most bang for your buck before, during and after your visit to the doctor. mark for My Articles similar articles
BusinessWeek
October 10, 2005
Howard Gleckman
Why MDs Are IT-Phobic Information technology promises savings for patients and health-care companies, but going electronic can be a bitter pill for the MDs footing the bill. mark for My Articles similar articles
Financial Planning
December 1, 2011
John J. Bowen, Jr.
Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond. mark for My Articles similar articles
Financial Advisor
April 2004
Roy Diliberto
Fees And The Value Of Advice Financial advisors need to get paid for the value we bring to each relationship. mark for My Articles similar articles
IEEE Spectrum
October 2006
Robert N. Charette
Dying for Data A comprehensive system of electronic medical records promises to save lives and cut health care costs -- but how do you build one? The many technical, social, and political issues are also formidable. mark for My Articles similar articles
Pharmaceutical Executive
June 1, 2014
Ben Comer
Take as Directed: From Force to Finesse in Promoting Adherence Healthcare players tout patient education and engagement as the keys to better drug adherence rates. Patients agree, as long as that translates to convenient and affordable access to therapy. mark for My Articles similar articles
Financial Planning
October 1, 2006
Bob Veres
Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
June 25, 2009
Catherine Arnst
The Family Doctor: A Remedy for Health-Care Costs? How making primary-care physicians the center of America's health-care system could drive down costs. mark for My Articles similar articles
AskMen.com
Dustin Driver
How To Check A Doctor's Credentials Here's a five-step plan to finding a good doctor. mark for My Articles similar articles
Financial Planning
December 1, 2008
Scott Schutte
Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
April 22, 2010
James Warren
Commentary: General Practitioners Need to Make More Money These doctors are grossly underpaid compared with specialists. A federal panel wants to reduce the discrepancy. mark for My Articles similar articles
Financial Advisor
November 2006
Tracey Longo
Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be. mark for My Articles similar articles
Financial Planning
October 2, 2007
Jack W. Callahan
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Walter H. Zultowski
Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population. mark for My Articles similar articles
HBS Working Knowledge
June 29, 2015
Dina Gerdeman
Consumer-centered Health Care Depends on Accessible Medical Records John Quelch discusses approaches to integrate patient data so that medical professionals and patients can make better decisions. mark for My Articles similar articles