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Financial Advisor December 2006 David L. Lawrence	Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger.
Financial Advisor December 2010 David Lawrence	The Financial Plan Paradox Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves.
Financial Advisor October 2007 David Lawrence	Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc.
Financial Advisor September 2004 David L. Lawrence	Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money.
Investment Advisor January 2009 Joni Youngwirth	Now Is a Good Time to These are difficult times for clients and advisors alike, which means you should be taking some specific practice management actions in response.
Investment Advisor June 1, 2011 Angie Herbers	Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Financial Advisor March 2007 David L. Lawrence	Managing Your Employees: A Holistic Approach Finding time to manage employees can be more than just a simple challenge for financial advisors. One solution is to take a systems approach, offering efficient management techniques within an environment that fosters individual employee growth.
Financial Advisor September 2011 David Lawrence	What Are You Doing? Ask yourself three key questions to find out how to improve your business.
Financial Advisor February 2006 David L. Lawrence	Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc.
National Real Estate Investor July 1, 2005 Bennett Voyles	Goodbye, Cube Farm Corporations as varied as Microsoft and health benefits provider CIGNA have found that by using the open office format -- less private space, more shared space, and increased reliance on mobile technology -- they can reduce their overall office space needs by 30% or more.
Investment Advisor February 1, 2011 Dan Skiles	Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Fast Company Jay L. Zagorsky	The Highest-Paying Jobs Of The Future Will Eat Your Life For a glimpse of the future of work, especially the high-paying kind, look at finance and high-tech companies.
Financial Advisor April 2010 David Lawrence	Downsizing Your Practice Reducing expenses can help advisory firms return to profitability.
Financial Advisor May 2004 David L. Lawrence	Tactical Efficiency Here are some basic steps to let you do more with less effort.
Wired September 22, 2008 Brendan I. Koerner	Home Sweet Office: Telecommute Good for Business, Employees, and Planet Long before the advent of the Web, evangelists were confident that cordless phones and faxes had already made the office a relic.
Investment Advisor April 2009 Mike Patton	Values Advisor The sixth in a series of first-person articles in which the author chronicles his own road to independence from employee advisor to fully independent RIA.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
Financial Advisor January 2008 David Lawrence	Operational Leadership The first and most fundamental step for the owner/manager of a practice is to recognize that as the firm grows, he or she must change the way in which management of the firm is handled.
CIO Meridith Levinson	How to Organize Your Office and Boost Your Productivity Ellen Delap outlines some strategies and tools anyone can use to keep a home office, commercial office or cubicle organized and effective.
Investment Advisor August 2007 Angela Herbers	Dream Teams Successful advisory firms make room for solid performers as well as superstars. As a manager of human resources, firm owners need to understand that their personal definition of success is not going to be everyone's definition.
Investment Advisor September 2010 Angela Herbers	The Fast Track: The Six Most Common Problems with Employees Owner advisors, read this column, then give it to your employees.
Financial Advisor January 2011 David Lawrence	Keeping Track Mind mapping and reminder systems can be powerful tools that help organize your thoughts on work that needs to be done.
Financial Planning November 1, 2008 Michael A. Bell	Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time.
Financial Planning November 1, 2010 Joni Youngwirth	Calling All Advisors Over the past five years, advisors recruiting advisors has become an increasingly hot topic. Why?
National Real Estate Investor October 1, 2005 Stan Luxenberg	Smarter Ways to Reduce Space The amount of space per employee has been dropping for more than a decade. By using alternative workspace strategies (AWS), companies can invest money saved on real estate costs in technology, thereby improving workplace efficiency.
The Motley Fool October 10, 2006 Matthew Crews	Solectron Is Still Turning Investors, until Solectron can return gross margins to the previous 9% to 10% levels of the late 1990s, it will surely remain a turnaround story -- turning around and around and around.
Investment Advisor May 2008 Angela Herbers	Stepping Up Difficult economic times like these require advisors to address the concerns of their staffs.
Inc. September 2004 Patrick J. Sauer	A Modest Defense of the Cubicle Nobody likes them. But in the three decades since the cubicle was invented, it hasn't lost ground; it's gained it. So what's the problem?
CFO October 1, 2006 Don Durfee	Take My Desk -- Please By rethinking office design, companies are cutting real-estate costs by nearly half.
Financial Planning January 1, 2012 Mark Tibergien	Moving Parts Once you have begun to look at the patterns unfolding in your advisory firm, it will be time to ask several critical questions.
Financial Advisor September 2012 Joni Youngwirth	The Role Of The CEO Thinking of hiring a CEO? Here's what you should expect her to do.
Investment Advisor August 2009 Mark Tibergien	Formulas For Success: The Missing Link The difference between the great advisory firms and the merely good has to do with the use of people.
Registered Rep. September 1, 2006 Anne Field	Taking the Growth Plunge Even with the most sophisticated technology available, your financial advisory practice isn't going to grow significantly unless you start staffing up.
Investment Advisor September 2006 Lauren Barack	Going Mobile To compete, broker/dealers are improving their technology platforms, with an eye on mobility.
Financial Planning November 1, 2011 John J. Bowen, Jr.	Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential.
On Wall Street August 1, 2011 Todd Colbeck	Triple Productivity and Cut Errors Is your practice stuck at a production level you just can't seem to break through? If so, you need help. And that help can come from your staff.
Fast Company June 2005 Linda Tischler	Death to the Cubicle! Want some quiet time? If you work in a cubicle, forget it. Those low walls are great for spontaneous collaboration, but also for spontaneous interruption. Here, a view to something better.
Investment Advisor July 2006 Angela Herbers	The Fast Track: Positive Party Annual evaluations can bring out the good in your employees. The problem is that many financial planners simply don't know how to conduct a good evaluation of their employees to achieve these positive results. Here's how to get it right.
Entrepreneur April 2009 Chris Penttila	Awkward! 10 potentially sticky work situations and how to manage them.
Financial Advisor March 2011 David Lawrence	The Challenge Of Workflow Workflow systems are necessary for running more efficient offices. So why aren't more people using them?
Financial Advisor October 2007 Joel Bruckenstein	Software Finds The Human Touch Financial advisors, new software from SuccessFactors can make the difference in managing your personnel.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
Financial Advisor June 2012 Roy Diliberto	Extraordinary People -- Extraordinary Results An advisor who constantly complains about his employees should realize that he, not his associates, is the problem.
Financial Planning May 1, 2013	Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.
Entrepreneur April 2009	Are Your Employees Comfortable? They spend one-third of their time at the office. Is the environment worthy?
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Inc. December 2007	Managing and Real Estate How to coax a retiring executive to pass on her vast knowledge. Plus, setting up a New York satellite office on the cheap.
IndustryWeek October 1, 2007 Jonathan Katz	Efficiency Boosts Productivity Increased employee output increases productivity.