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The Motley Fool April 21, 2009 Selena Maranjian	Don't Let a Crisis Wipe You Out Major crises are not so rare in our lives, and they tend to have serious consequences, affecting our finances, health, emotional well-being, and relationships with family and friends. Be prepared for disasters, and they'll cost you less.
On Wall Street December 1, 2008 Ray Sclafani	Finding Opportunities in Crisis Take a personal inventory and move beyond paralysis to strengthen your advisory practice in 2009.
Registered Rep. March 1, 2005 Mark Feffer	The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Investment Advisor December 2007 Lewis Schiff	Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team.
On Wall Street March 1, 2013 Samantha Allen	Ultra-Wealthy Unwilling to Cede Portfolio Control For the wealthiest investors, the more assets they have, the less likely they are to give up control over investment decisions to advisors, says a new report.
HBS Working Knowledge October 8, 2008 John P. Kotter	Book Excerpt: A Sense of Urgency Our excerpt describes how leaders might skillfully transform a crisis into an organizational motivator for the better.
American Family Physician October 1, 2006	Crisis Management A patient guide: What is a crisis?... How do I know if I am having a crisis?... What should I do if I feel overwhelmed?... How can I cope with a crisis?... etc.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
The Motley Fool May 10, 2004 Dayana Yochim	When to Hire a Pro What to do when life hands you a complicated money decision.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
The Motley Fool December 10, 2009 Jennifer Schonberger	Financial Crises Aren't So Rare. Invest Accordingly. The chairman of MFS Investment Management shares his thoughts on crises -- and our reactions to them.
Food Processing February 2013 Ken Brumfield	Organizations Can Survive Crises With a Senior Executive Team Culture How to assemble a strong leadership team that makes you and your company look good even in bad times.
Entrepreneur December 2004 Geoff Williams	Crisis Mode A personal crisis needn't spell disaster for your business, not if you prepare for it.
HBS Working Knowledge October 13, 2009 Martha Lagace	7 Lessons for Navigating the Storm Leading in crisis requires a combination of skills and behaviors -- personal and professional -- that can be mastered, says HBS professor Bill George. in his book, 7 Lessons for Leading in Crisis.
Financial Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
Financial Planning October 1, 2009 Donna Mitchell	5 Questions for Richard L. Peterson Psychiatrist and hedge fund manager Richard L. Peterson discusses his patented conversation guide for advisors: Inquire, Describe, Empathize, Add and Suggest (Ideas).
Financial Planning April 1, 2008 Elizabeth O'Brien	Crisis Leadership Now A well-developed crisis management plan can help you prepare for the unexpected, from headline-dominating disasters to more localized incidents, Laurence Barton writes in his new book.
Finance & Development December 1, 2008 Ingves & Lind	Stockholm Solutions A crucial lesson from the Nordic experience is the need for prominent state involvement in crisis resolution.
Real Estate Portfolio Jul/Aug 2002 Alfred Branch Jr.	Managing Crisis With the unthinkable having become reality, real estate companies know having a reliable crisis management plan in place is now part of business as usual.
The Motley Fool April 20, 2010 Dayana Yochim	The First Step to Financial Happiness It's best to line up your trusted advisors before emergency strikes.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
On Wall Street August 1, 2013 Lorie Konish	Five Questions with Susan Bradley Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum.
On Wall Street November 1, 2011 Frances A. McMorris	Comforting A Client Through Loss And Grief With an increasingly elderly population, dealing with death and the finances of survivors promises to become a major portion of an advisor's practice.
Financial Advisor April 2007 Marla Brill	The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors.
Finance & Development March 2010	Hunger on the Rise World hunger spiked sharply in 2009, significantly worsening an already disappointing trend in global food security since 1996.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
The Motley Fool October 6, 2007 Elizabeth Brokamp	Is Your Nest Egg Cracked? Be aware that the worst can happen, and prepare your retirement fund accordingly. If you're smart, you'll take steps now to ensure your financial nest egg won't completely crack under the pressure of a setback.
On Wall Street December 1, 2010 Matthew Leung	Winning Over Clients Who Have Been Burned It's not surprising that investors and even financial advisors may be disheartened about the market. So how can advisors remain motivated and prevent clients from sitting on the sidelines?
On Wall Street November 1, 2010 Lauren Barack	Difficult Conversations In Trying Times Michael Olman has watched clients affected by chronic illness. The senior vice president and wealth management specialist at Raymond James & Associates knows these sensitive times require both a deft touch, and a firm handle on financial matters.
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 Advisor November 2009 Evan Simonoff	The Client Paradox For advisors, it's one thing to sense an opportunity. But when you are going through as much emotional stress as most have, it requires a great deal of intestinal fortitude to go out and try to capitalize on it.
Investment Advisor November 2009 James J. Green	Advisors Need to Think More Broadly, Act More Creatively In the tenth iteration of the Rydex AdvisorBenchmarking study lessons from the crisis can be gleaned.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Investment Advisor April 2010 Lewis Schiff	Advisor, Understand Thyself Financial advisors need to understand themselves and their inner drivers, as well as their clients'.
Registered Rep. August 24, 2011 Jerry Gleeson	Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product.
Registered Rep. December 4, 2014 Diana Britton	Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life.
Investment Advisor February 2009	How They're Coping Read how five forward-thinking advisors are coping with the current crisis.
Investment Advisor June 2006 Marlene Y. Satter	Insurance Update: Back to Basics New products and strategies proliferate in the insurance industry as companies work hard to keep up with modern needs, but advisors should not lose sight of the basic purposes of products that can benefit their clients, even in a changing financial environment.
On Wall Street February 1, 2010 Gerri Leder	Emerging From Crisis With the Three Rs The eventual winners will be those advisors who review, regroup and reform their assumptions.
Financial Planning December 1, 2008 Bob Veres	Hello, Future One lesson that has come out of this current crisis is that it has reinforced the value of a comprehensive financial planning relationship.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Financial Advisor April 2010 Andrew Gluck	Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. June 28, 2011 Charles Paikert	Listen Up: Improving Client Relationship Skills Gaining Priority For Wealth Managers The trend is being driven by demographics, fall-out from the financial crisis and the bottom line.
Investment Advisor January 2009 Kara P. Stapleton	New Year, Same Issues? It's no secret that the securities and investments industry in 2009 will be shaped by the ramifications of 2008's events.
Investment Advisor October 2009 Lewis Schiff	The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice.
Financial Planning June 1, 2011 Scott Schutte	Preparing for the Worst Should your clients have to put their emergency plan into action, they may be prepared financially. However, they must also be prepared to address important emotional issues.