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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. |
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 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. |
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. |
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 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. |
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. |
Investment Advisor September 2006 Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. |
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. |
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. |
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... |
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. |
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. |
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. |
Pharmaceutical Executive March 1, 2013 Al Topin |
Less Selling, More Time What can happen when pharmaceutical reps focus on the physician-patient conversation? |
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. |
Pharmaceutical Executive September 1, 2013 Ben Comer |
Share of Screen: Prioritizing Electronic Health Records Are electronic health records a viable channel for engagement? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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 |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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'. |
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. |
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. |
AskMen.com Dustin Driver |
How To Check A Doctor's Credentials Here's a five-step plan to finding a good doctor. |
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. |
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. |
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 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. |
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. |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
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. |
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. |