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Registered Rep.
August 1, 2005
Bruce Sankin |
Cover Your A** With Paper Unfortunately, the client account form's importance is misunderstood, and many advisors do themselves a disservice by not maximizing its protective qualities. Here's a guide to doing so.   |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Registered Rep.
March 1, 2005
Anne Field |
The Psychology of Money Most reps view themselves as some combination of stockpicker, number cruncher, relationship builder and financial advisor. But it's increasingly helpful to throw a dash of psychological expertise into the mix. |
Financial Advisor
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
Investment Advisor
January 2009
Olivia Mellan |
Understanding Overspending Financial advisors Q&As regarding how to discuss spending cutbacks with their clients. |
Financial Planning
June 1, 2007
Donald Jay Korn |
Mars and Venus When married clients approach financial planning differently, advisors have problems to solve. |
On Wall Street
October 1, 2010
Denise Federer |
The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them. |
Registered Rep.
February 28, 2011
Hilary Johnson |
Helping Wealthy Couples Agree On Their Financial Plans One of the most challenging conversations for a financial advisor to have, for example, is getting a married couple to agree on a financial plan. |
Registered Rep.
June 1, 2004
John Churchill |
Behind Every Great Man When you're talking to married financial clients, are you directing your eye contact solely to the husband? Do you slow your speech, to the point of condescension, when you address the wife? |
Registered Rep.
November 17, 2011
Joshua Brown |
The Ten Clients from Hell (And How to Cope) Here are the Ten Clients from Hell and how to cope with them. |
Financial Advisor
September 2008
Wayne von Borstel |
Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached. |
Investment Advisor
August 2005
Olivia Mellan |
The Psychology of Advice: Blindsided Help your financial advisory clients keep life's little ambushes in perspective. |
Financial Advisor
July 2007
Dave J. Drucker |
The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate? |
Investment Advisor
May 1, 2011
Olivia Mellan |
It's Not Working Retirement is great for some people; for others, not so much |
Investment Advisor
May 2010
Angela Herbers |
The Fast Track: A Marriage of Inconvenience A spouse in a practice almost always results in more problems than it solves. |
Registered Rep.
November 6, 2012
Kathleen Burns Kingsbury |
Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples. |
Financial Advisor
June 2011
Evan Simonoff |
How Different Are We Really? Editor's Note: Anyone who thinks that the recession didn't expose the financial vulnerabilities and insecurities of men as much as women is living on Neptune, not Mars or Venus. |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
On Wall Street
June 1, 2012
Alan J. Foxman |
Keeping Client Secrets I have a husband and wife who are both clients of mine. Recently, the wife inherited some money and doesn't want her husband to know what she's doing with it. |
The Motley Fool
May 18, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: Seven-Year Rich Getting antsy about your spouse's money management style? Get your financial relationship questions answered here! |
Investment Advisor
December 2009
Olivia Mellan |
The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year. |
Investment Advisor
April 2010
Olivia Mellan |
Why Women Should Take the Wheel Because women live an average of six years longer than their male counterparts, they are much more likely to get to control the money eventually by themselves. |
Investment Advisor
August 2007
Olivia Mellan |
Are We Having Fun Yet? Sometimes we forget why we wanted money in the first place. Here's how to help your financial advisory clients enjoy the fruits of their labor. |
Registered Rep.
June 1, 2007 |
Best of Both Worlds Stuart Silverman's "hybrid" business model for a broker/dealers designed to make the transition to independence more seamless. |
Financial Planning
May 1, 2008
Bryce Sanders |
Client Retention How to keep unhappy clients from leaving. |
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. |
The Motley Fool
February 16, 2007
Elizabeth Brokamp |
Ask Mrs. Riches: On the Wrong Side of the IRS Could your spouse be flirting with danger on your joint tax return? Get your financial relationship questions answered here! |
Financial Planning
September 1, 2011
Miriam Rozen |
Back in the Game When a spouse changes direction, a planner can help the other spouse respond realistically. |
