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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.
Financial Planning April 1, 2006 Michael E. Kitces	Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees?
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
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 September 1, 2006 David Grau	Internal Affairs For the small financial planning practitioner, selling to an employee is a daunting challenge that most owners never understand -- until it's too late.
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 June 2006 Olivia Mellan	Sustainable Growth One is the loneliest number that you'll ever do. But if you're a sole investment advisor practitioner, you may think it's much simpler than expanding your business.
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.
Investment Advisor November 18, 2010 Mark Tibergien	The Right to Vote Debate about how to grow an advisory business becomes especially fervent when firm ownership broadens beyond the founder. Should ownership include the right to vote on policies, procedures and people?
Job Journal August 24, 2003 Julia Hollister	Careers in Finance Explore the world of finance, and you may find an offer you can't refuse
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Registered Rep. March 1, 2007 Ayres & Jones	It Takes a Team When helping a family-owned business develop a succession plan, the financial advisor must act as the quarterback (checking his ego at the door) to get all the right people to cooperate.
The Motley Fool June 26, 2006 Dan Caplinger	Who'll Take Over When You Go? After you retire, what should you do with your business? Planning for how your business will go on without you is as challenging as planning for how your business first started.
Financial Advisor October 2007 Rebeca Pomering	The Year Of Making A Million Smart financial advisory firms leverage staff to earn outsized income. Here's how.
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.
Financial Planning May 1, 2006 John Parise	Meet the Family Using a family meeting approach can help your financial advisory clients avoid financial conflicts between the generations and can also help maximize the growth potential of your advisory business.
Financial Planning September 1, 2005 Donald Jay Korn	The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.
Investment Advisor May 2006 Angie Herbers	The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Financial Planning December 1, 2005 Marshall Eckblad	Bookshelf Your Client's Story: Know Your Clients and the Rest Will Follow by Scott West and Mitch Anthony shows how financial planners who take the time to learn prospects' life stories will make clients for life.
Financial Planning April 1, 2013 Dave Grant	Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around.
Financial Planning November 1, 2011 Glenn G. Kautt	Benchmarking Is Your Yardstick Just as you set goals and measure progress with clients, benchmarking is a key part of your business success.
Financial Advisor August 2005 Diliberto & Anthony	Value Propositions That Last A Lifetime Great financial planners don't engage in games of pretense. They connect at the heart. The value proposition that connects with the heart is not easily threatened or broken.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
On Wall Street April 1, 2013 Denise Federer	Facilitating Family Meetings Getting clients together as a family unit not only helps build wealth, but also cohesiveness.
Financial Planning October 1, 2011 Matthew F. Erskine	To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management.
Financial Advisor October 2006 David J. Drucker	The Equity Fallacy You should have a clear vision of where you want to take your financial firm, including your own succession plan; hire to meet that growth objective, determining whether dedicated or entrepreneurial employees (or some combination of the two) will get you there; and devise the appropriate incentives.
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.
Financial Advisor March 2012 Roy Diliberto	Intangibles And Values What is it about what advisors do that attracts and retains clients?
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
Financial Advisor December 2006 Roy Diliberto	A Dentist's Formula For Success Knowing what financial advisory clients value most in life provides advisors the information to guide them in the right direction.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Investment Advisor August 2005 James A. Barnash	Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry.
Financial Planning March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
Investment Advisor February 2007 Kara Stapleton	CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap.
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 June 1, 2011 Angie Herbers	Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems.
Investment Advisor March 2008 Joni Youngwirth	There Is No Tenure for Advisors Planners who love what they do keep on doing it long after reaching "retirement age".
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Financial Advisor October 2010 Steve Parrish	Time To Rebuild Financial advisors can help battered business owners plan for the future.
Investment Advisor January 2006 Angela Herbers	The Fast Track: Often, Smaller Can be Better Small financial firms can use the research on bigger firms to enjoy continued success.
Financial Planning March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
Financial Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
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 September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
Financial Advisor November 2008 John Knowlton	A Bigger Challenge A reasonable case can be made that the greatest challenge facing the financial advisory profession will be to attract, develop and retain qualified staff.
Registered Rep. October 1, 2012 Philip Palaveev	Making Partner How to add partners to create a team advisory practice. (Oh, if you aren't growing, you are not team-ready.)
Entrepreneur November 2006 Jennifer Pellet	It's a Dual How to pick better-performing funds.