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Financial Planning September 1, 2006 Joan Warner	Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it.
Registered Rep. March 1, 2003 Anne Field	Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service.
Financial Planning April 1, 2010 Donna Mitchell	The Philosopher At a certain point in the financial planning process, the advisor needs to step back and ask, "What's the purpose of all of this?" So teaches George Kinder, founder of the Kinder Institute of Life Planning.
Job Journal March 25, 2012 Pete Leibman	Getting Real About Your Dream Job What is your dream job? No, I mean realistically. If every job paid the same and you had to work full time doing something you're capable of, what would you choose? For many of us, that's not an easy question to answer.
Job Journal April 27, 2008 Penelope Trunk	Brazen Careerist: Don't Wait for Retirement, Live the Good Life Now. Younger careerists are not content to wait like their parents did.
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.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Financial Planning May 1, 2007 Ray Sclafani	Finding Your Inner Coach As your clients approach retirement, they may need guidance on more than their investments.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
On Wall Street July 1, 2011 Keith J. Weber	A Generational Retirement Shift Midlife is changing. The longevity gains seen over the last 100 years haven't just added years onto the end of our lives, they've added quality years to the middle of our lives.
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 Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
Financial Planning March 1, 2007 Joseph S. Sturniolo	Practice Tips Here are tips for helping clients plan for life after retirement.
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.
On Wall Street October 1, 2010	Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs.
On Wall Street September 1, 2009 John Papadopulos	Retirement Is Tougher than Ever, and You Can Make a Difference What advisors have to offer is needed now more than ever. Our wise counsel, strategic guidance and insightful analysis can make a real difference in people's lives.
Salon.com November 7, 2001 Jean Tang	All you have to do is dream Freudian analyst Dr. Frederick Lane cracks open "Mulholland Drive" and gets inside David Lynch's weird, weird head...
Investment Advisor September 2005 Greg Salsbury	Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last.
On Wall Street September 1, 2010	Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market
Investment Advisor September 2007 Lewis Schiff	The Affluent and Retirement In addition to the details of a comprehensive advanced planning strategy, clients may worry about retirement -- how to live it and what it means to retire with significant assets. Retirement for advanced planning clients has evolved over the years.
AskMen.com September 22, 2003 Edward Chalmers	How To Attain The American Dream We all have different values and goals. And as you strive to attain your American Dream, consider these guidelines.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Financial Advisor June 2007 David J. Drucker	Defining Success Do financial industry studies of profitability and compensation measure success the way you define it? Maybe it's time for the media to abandon assets under management in favor of a more appropriate measure of advisors' accomplishments.
Registered Rep. August 28, 2013 Carina S. Diamond	We Need More Female Advisors When it comes to attracting women to our ranks, the industry still has a long way to go
AskMen.com August 28, 2001 Vatche Bartekian	What Do Your Dreams Mean? Ever since one of my friends described one of his dreams to me, I realized that the underlying meaning of that dream could have a significant effect on his stress levels and overall mental well-being...
On Wall Street July 1, 2010 John Papadopulos	The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives.
Investment Advisor September 2008 Kara P. Stapleton	Preparing for Gen Y A recent study found that members of Generation Y, those currently between the ages of 21 and 31, are more likely to say they will need to use their own financial resources for retirement. How can advisors prepare to help this group?
Registered Rep. December 4, 2012 Gallant & Schneider	Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
Financial Advisor October 2005 Bruce W. Fraser	Documents That Make A Difference For financial planning practices, a business plan not only allows you to stand on the mountain top and see the big picture but gives you the opportunity to understand all the facets that intersect to create that panorama.
Financial Planning November 1, 2012 Elson et al.	Hot Topics Rosy outlook for advisory firms... Changes coming for ce credit... Retirement sweet spot...
Financial Advisor September 2007 Bruce W. Fraser	The Back-To-Nature Boomers Advisors help clients make their rural dreams a reality -- and sometimes their own.
Financial Advisor December 2010 Mary Rowland	Retreating To Move Forward George Kinder's five-day workshop teaches planners how to achieve the things closest to their hearts, and helps them teach clients in turn.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
On Wall Street September 1, 2010 Howard J. Stock	Talent Shortage Grips Firms As Financial Advisors Age After years of recruiting only established, top advisors in the so-called "war for talent" instead of hiring younger employees and training them, the industry is now facing a shortage.
Registered Rep. April 1, 2005 Will Leitch	Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses.
Investment Advisor March 2008 Olivia Mellan	The Age of Enlightenment Long-lived but short-sighted, optimistic but anxious, self-centered but altruistic, baby boomers badly need your financial advice.
Financial Advisor March 2011 Karen DeMasters	Changing The Social Contract The changing face of the economy and the fact that people are living longer has some baby boomers and their financial advisors redefining the traditional concepts of retirement.
Financial Advisor December 2007 Tracey Longo	Beyond Money A small but advanced cadre of advisory firms is using coaches to help clients prepare for retirement and make the most of their time and money throughout life.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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.
Financial Advisor October 2008 Mary Rowland	Getting Very Personal George Kinder has developed a clear structure to help planners work with clients to uncover the true passion in their lives so that their financial plan will be more effective.
Registered Rep. February 25, 2011 Diana Britton	Financial Advisors Must Prepare For Coming Retirement Advice Boom As Baby Boomers retire, and switch gears from asset accumulation to asset distribution, advisors are going to have to become more sophisticated and efficient in their delivery of financial advice
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 August 1, 2011 John J. Bowen, Jr.	The Power of Your Presence In coaching advisors for 11 years and serving as a financial planner and investment firm CEO for 26 years before that, I've found that many of the most elite advisors have a secret weapon: the power of their presence.
On Wall Street June 1, 2013 Lorie Konish	Five Questions with Ken Dychtwald Age Wave President and CEO Ken Dychtwald discusses what that new retirement reality may look like.