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Registered Rep. May 1, 2006 Kristen French	Where Millionaires Call Home Looking for millionaires? You'll find a lot of them in California.
Financial Advisor October 2005 Grove & Prince	Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads.
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
Registered Rep. July 1, 2005 John Churchil	Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey.
AskMen.com August 27, 2001 Michael Bucci	Are You Millionaire Material? Most people have a set image of what a millionaire is. Someone that wears a $10,000 Rolex and drives a BMW 540 series car. Sounds about right... right? Wrong. It turns out that the majority of millionaires in America are seemingly normal "guy next door" types...
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Financial Planning June 1, 2008 Elizabeth O'Brien	Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.
Financial Advisor April 2008 Grove & Prince	Jump On The Bandwagon How will the growing number of middle-class millionaires affect the financial planning industry, and provide advisors with a possible key to enhanced growth and profitability.
Registered Rep. September 1, 2005 David A. Geracioti	You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals.
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.
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
Investment Advisor May 2006 Ryan G. Murphy	Numerology Nearly 60% of American millionaire households get investment advice from a professional advisor and more than half of these households have become more conservative in their investing approach over the last year, according to a report.
Investment Advisor April 2008 Bob Clark	No More Mr. Nice Guy It appears independent advisors may be changing, and not necessarily for the better.
Financial Planning June 1, 2011 George H. Walper Jr.	The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care.
Investment Advisor August 2005 Melanie Waddell	The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them?
Investment Advisor April 2008 Lewis Schiff	Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves.
The Motley Fool December 20, 2006 Mary Dalrymple	The Thrifty Millionaire Not all wealthy people are the big spenders that you might imagine. The wealthy get there through hard work, planning, and financial discipline.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
Financial Advisor July 2005	Frontline News Advisors Who Market Their Business Do Better, Study Finds... New Pershing Unit To Work With RIAs... FPA Members Strongly Favor Social Security Reform... Economy Tops Terror As Chief Fear Of Affluent, Survey Says... etc.
Financial Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.
Financial Advisor March 2012 Evan Simonoff	Beyond The 1% Noise How the experience of the U.S. elite and middle class has changed is examined in two new books by Robert Frank and by Charles Murray.
Financial Planning July 1, 2007 Kathy Gevlin	White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets.
U.S. Banker June 2011	More, More, More The total wealth of millionaire households is on track to balloon in the next decade, but most of that will be outside of the U.S.
The Motley Fool June 28, 2006 Tim Beyers	How to Get Rich Do you have what it takes? Spending $5,000 on a pet armadillo named Sherman is no way to get rich. Conversely, investing smartly in stocks, bonds, and mutual funds increases your chances greatly.
The Motley Fool October 20, 2006 Jim Mueller	Foolish Book Review: "The Millionaire Next Door" While the average biography might not fit every single millionaire, many of them do share similarities. What the authors of this book did was take those similarities and boil them down to a list of seven traits that most millionaires share.
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 August 2004 Grove & Prince	U.S. Small Business Owners: Product Use and Interest For financial advisors sizing them up as clients or prospects, they are excellent candidates. But their complex needs and family situations require unique solutions.
Investment Advisor July 2008 Kara P. Stapleton	Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.
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.
The Motley Fool March 17, 2004 Dayana Yochim	Who Is Average Joe Millionaire? Statistics on your average millionaire and details about their lifestyles.
Registered Rep. March 29, 2006 John Churchill	Narrow Your Focus to Get Bigger Clients Financial advisors need to pick a segment and learn all it takes to serve them, from building a network of other professionals with similar expertise to getting involved in programs and events that cater to them -- basically building the practice around them.
Financial Advisor June 2010 Evan Simonoff	Clients' Singular Obsession Why the unemployment rate matters so much to your clients.
Bank Technology News February 2003	By the Numbers Millionaires have become a lot more particular when making financial decisions. And many of their behavioral changes can be linked to a generational shift that's seen more of North America's youth catapult into the rich category in the last three years.
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.
Investment Advisor February 2009 Kara P. Stapleton	Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.
Investment Advisor June 2008 Kara P. Stapleton	Involved Pentamillionaires A recent survey offers some insight into how America's six million millionaires make their investing decisions.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
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.
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.
Investment Advisor June 2006 Susan L. Hirshman	The Wealth Advisor: Listening to Margaret Mead How do certain advisors acquire and retain such close relationships with clients? Here's what anthropology can teach you about affluent "tribes."
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Registered Rep. September 30, 2014 David Armstrong	Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade.
Financial Planning September 1, 2010 Paul Menchaca	Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress.
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.
Financial Advisor April 2007 Grove & Prince	Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so.
Financial Advisor September 2005 Grove & Prince	The Affluent And The Estate Tax The affluent are far from unanimous when it comes to the state and the fate of the estate tax, especially when they're segmented by their source of wealth into those who made their millions and those who inherited their money.
Financial Planning May 1, 2011 John J. Bowen, Jr.	Going Private Private client events can have a sizable impact on the success of your practice-helping you build credibility with existing clients and attract new business. Yet many advisors overlook these events or conduct them poorly.
Registered Rep. March 25, 2011 Charles Paikert	Survey: High-Net-Worth Investors Remain Confident Despite Global Turmoil Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International's latest tracking survey.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.