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Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Investment Advisor November 2006 Angela Herbers	Operation Ownership One of the major failings of the independent advisory industry has been the reluctance of advisors with established practices to extend ownership to junior professionals who helped them attain their success.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Investment Advisor December 2005 Bob Clark	Why Bigger is Better This compensation and staffing study offers a preview of how financial advisory firms will be different five or 10 years from now.
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 November 2009 Angela Herbers	The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing.
Investment Advisor November 2007 Bob Clark	Today's the Day A growing shortage of professional talent coupled with low retention rates and virtually non-existent partnership tracks is adversely impacting the independent advisory industry.
Investment Advisor February 1, 2011 Angie Herbers	The Why Factor: Explaining the Revenue-Employee Motivation Link What makes a tremendous difference in employees' future performance and contribution to an advisory firm is making sure they really want the job.
Investment Advisor November 2009 Angela Herbers	Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives.
Investment Advisor April 2007 Bob Clark	Walkin' the Walk Mark Hurley's new firm, Fiduciary Network, offers an alternative to advisory firms that don't want to be consolidated.
Investment Advisor October 2008 Angela Herbers	Know Thyself NexGen advisors often wonder how much they should get paid. To get a fair offer, first they need to accurately determine what they're worth.
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Investment Advisor August 2009 Philip Palaveev	The Palaveev Manifesto The natural state of a true investment advisory firm is a privately owned partnership that is fully controlled by the professionals who are actively involved in the delivery of advice to clients.
Financial Planning October 1, 2006 Marshall Eckblad	What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out.
Investment Advisor May 1, 2011 Angie Herbers	The Fruits of Passion Creating passionate employees is one of the keys to building a great advisory firm
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
Investment Advisor August 2008 Angela Herbers	Hop Off the Bus, Gus The number one problem faced by most advisory firms these days is employee turnover, resulting from poor hiring and poor management.
Investment Advisor June 2007 Angela Herbers	Bidding War Here's how financial advisory practices can attract and retain high-quality professional talent, when they can't afford to pay the high competitive compensation of the big firms. The secret is that one needn't offer the biggest paycheck, just the best job.
Investment Advisor July 2007 Angela Herbers	Investing in Your Own Future Advisors who train their young professionals effectively can double the size of their practice in three years.
Investment Advisor January 2010 Angela Herbers	The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees.
Financial Planning September 1, 2006 Stephanie Bogan	The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
Financial Planning April 1, 2013 Deena Katz	Passing the Baton to Next-Gen Advisors When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.
Financial Planning June 1, 2010 Bob Veres	Wheel of Competence When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff.
Investment Advisor October 2007 Bob Clark	Difference of Opinion A debate about a major issue facing many advisory firms, namely, the conflicting interests they must wrestle with when deciding how to handle defecting advisors who leave the firm, taking clients with them.
Investment Advisor June 2007 Bob Clark	The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
Financial Advisor August 2005 Evan Simonoff	Editor's Note Advisors are as guilty of retaining complete control as young entrants to the business are of excessive expectations. What we have here is a market that's very much like the one for advisory firms. It's not clearing.
Investment Advisor March 2010 Angela Herbers	The Fast Track: Blue Chips Overly corporate firms aren't keeping young advisors happy.
Financial Advisor May 2005 Rebecca Pomering	How To Be A Good Boss Nourishing successful employees will help you business to succeed. Here are ten strategies to help you cultivate your employees.
Investment Advisor October 2008 Dan Inveen	The Architects The best firms focus their business planning on the here and now, which makes their futures much brighter.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Financial Advisor August 2005 Eva Marer	The Recruiting Gap Demand for top young talent has outstripped supply, and that has some independent advisors worried about the future of the financial advisory profession.
Investment Advisor March 2010 Mark Tibergien	Formulas for Success: What's a Young Advisor to Do? There is evidence that young advisors feel stymied in their efforts to acquire interests in their firms.
Financial Planning November 1, 2011 Stephanie Bogan	It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday.
Investment Advisor December 2007 Angela Herbers	Bottom Up Broker/dealer recruiting is largely a zero sum game. Here is why it more advantageous for B/Ds to help their existing advisors.
Investment Advisor December 2009 Angela Herbers	The Fast Track: Figures Don't Lie Finding the compensation benchmarks you need may take work.
Investment Advisor May 2009 Angela Herbers	The Fast Track: Coming of Age Independent financial advice is a unique field in the fact that workload tends to go up just when cash flow goes down.
Financial Advisor November 2012 Joni Youngwirth	From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours?
Investment Advisor September 2005 Bob Clark	Clark at Large: Can't Tell a Book... For all its flaws, Mark Hurley's new treatise, Back to the Future: The Continuing Evolution of the Advisory Business, offers advisors some valuable insights.
Investment Advisor October 2007 Mark Tibergien	Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside?
Financial Advisor February 2008 Rebecca Pomering	Adding New Owners Across the industry -- and in the minds of most advisors -- the debate between internal and external succession continues. Read on for some pros and cons on this important issue.
Investment Advisor July 2009 Angela Herbers	The Fast Track: Highly Focused, Very Happy Solo advisor Brian Fenn personifies the power of niche advising.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Investment Advisor October 2005 Mark Tibergien	Formulas for Success: How Bleak is Your Future? Whether the latest Hurley/JPMorgan treatise on the financial advisory profession is right is hard to know, but their assumptions are compelling enough for advisors to take stock of their own situations.
Financial Advisor June 2012 Karen DeMasters	Succession Survival Guide Advisors plan for their clients' futures but often ignore their own.
Financial Planning July 1, 2010 Stephanie Bogan	Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade.