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Financial Planning
November 1, 2012
Donald Jay Korn
High-Octane Expansion: Hightower Advisors Has a New Growth Plan HighTower has gotten a big boost by working with independents. Can it keep up the momentum? mark for My Articles similar articles
On Wall Street
March 1, 2013
Samantha Allen
HighTower Aims to Lure Top Names with Home Office Visit HighTower Advisors has steadily worked to carve out a role as an emerging boutique firm through its high-profile advisor recruitment wins. Many prospective hires are attracted after their first home-office visit. mark for My Articles similar articles
Investment Advisor
August 2009
James J. Green
Camera-Shy CEO As CEO of HighTower advisors, Elliot Weissbluth is the public face and voice of a firm with a unique business model that is backed by some of the smartest entrepreneurs in the advisor and financial services business. mark for My Articles similar articles
Registered Rep.
September 30, 2009
David A. Geracioti
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. mark for My Articles similar articles
Registered Rep.
January 3, 2012
Jerry Gleeson
Raiders of the Wirehouse Ark The emergence of HighTower as a major player in the independent space also dovetails with the changes that have shaken the wirehouse industry since the 2008 financial crash. mark for My Articles similar articles
Financial Planning
July 1, 2007
John J. Bowen
Deep Listening Research shows that financial advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions. mark for My Articles similar articles
Registered Rep.
July 14, 2011
Jerry Gleeson
Wirehouse Breakaways Eye HighTower Model VWG Wealth Management, with assets of $700 million, is the fifth wirehouse team this year to join HighTower Advisors, a Chicago-based hybrid RIA with national reach and $18 billion in AUM. mark for My Articles similar articles
AskMen.com
Simon Sinek
How To Listen: Simon Sinek The leaders that seem to have a pulse on their people may have an innate sense of what's going on in the world or a Magic 8-Ball that tells them the answers. But it's more likely that they know how to listen. mark for My Articles similar articles
On Wall Street
March 1, 2013
Lorie Konish
Editor's Letter: New Client Rewards A run-down of the stories in this issue, including the annual pay scale review, an interview with Neil Barofsky on the financial crisis, and a look inside HighTower Advisors. mark for My Articles similar articles
Financial Planning
April 1, 2011
John J. Bowen, Jr.
Listen Up! Want to build great long-term relationships with clients, professional partners and centers of influence in your market niche? Here's a secret: Do a lot less talking and lot more listening. mark for My Articles similar articles
Investment Advisor
August 2009
James J. Green
Free It's the concept and reality of joining a true partnership that has led some of the biggest advisors at the biggest Wall Street firms to join HighTower Advisors. mark for My Articles similar articles
Financial Planning
January 1, 2013
John J. Bowen, Jr.
How to Increase Client Satisfaction It s not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty. mark for My Articles similar articles
On Wall Street
March 1, 2013
Women Advisors Forum This year's Women Advisor Forum series, which kicks off on May 15 in New York, will include more of the latest lessons from the turf from successful female advisors. mark for My Articles similar articles
Investment Advisor
February 2008
Susan L. Hirshman
Quality Time Build the quality of client relationships by improving listening skills. mark for My Articles similar articles
Registered Rep.
August 2, 2011
Jerry Gleeson
Ex-Merrill Team: HighTower's Model Is Financial Advisory World's iPod HighTower Advisors' latest recruitment prize, a Merrill Lynch private banking team, says it sees big changes coming in the financial advisory world. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2009
James J. Green
Editor's Note: Change Partners Some thoughts from the editor of this publication on the current state of the financial advisory business. mark for My Articles similar articles
Registered Rep.
February 5, 2013
Megan Leonhardt
Gen Y Advisors Unhappy with Independence At a time when the financial services industry is busy courting young advisors, a new study by Pershing shows that Generation Y wealth managers may be slightly more attracted to wirehouses than the independent space. mark for My Articles similar articles
Investment Advisor
March 2010
Lewis Schiff
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. mark for My Articles similar articles
CRM
December 15, 2010
Koa Beck
Forrester Research Releases Listening Platform Landscape Report The 2011 Listening Platform reveals a splintering of the listening landscape and demands for higher-quality real-time data. mark for My Articles similar articles
Job Journal
April 25, 2010
Deborah Brown-Volkman
Career Pros: What's Your Career Telling You? When the course of your career doesn't feel right, find answers within. mark for My Articles similar articles
Financial Advisor
February 2012
Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses. mark for My Articles similar articles
Investment Advisor
March 2010
Ray Sclafani
The High Performance Coach: Building, and Restoring, Trust A coaching session on how the best advisors build trust with new -- and existing -- clients. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Planning
August 1, 2007
John J. Bowen
The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers. mark for My Articles similar articles
Registered Rep.
May 14, 2013
Mindy Diamond
The Economics of Choice In many cases, the economics of the independent model can be exponentially better than those being touted by the wirehouses today. mark for My Articles similar articles
Registered Rep.
December 8, 2015
2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results. mark for My Articles similar articles
AskMen.com
October 10, 2000
Vatche Bartekian
Become A Better Listener The age-old problem of understanding women may be as simple as taking the time to improve your own listening skills. With a little practice, moments of misunderstanding and miscommunication will come to an end... mark for My Articles similar articles
On Wall Street
December 1, 2011
Frances A. McMorris
Know Your Client To Serve Your Client The so-called "soft" people skills no longer take a back seat to the harder disciplines. They simply cannot. You have to know your client to properly serve them. mark for My Articles similar articles
Financial Planning
October 1, 2011
John J. Bowen, Jr.
Listen Deep At the heart of successful client relationships is your ability to understand clients on a meaningful level. mark for My Articles similar articles
Financial Advisor
December 2005
Grove & Prince
Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers. mark for My Articles similar articles
Registered Rep.
March 1, 2006
David A. Geracioti
To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business. mark for My Articles similar articles
Registered Rep.
May 4, 2011
Charles Paikert
Now for the Hard Part: After Splashy Debut, Dynasty Tries to Woo Wealth Managers Dynasty Financial Partners is now trying to make good on its initial promise to emerge as the preferred service provider for independent wealth managers catering to clients with over $5 million in investable assets. mark for My Articles similar articles
Investment Advisor
April 2008
Lewis Schiff
Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves. mark for My Articles similar articles
Investment Advisor
September 2010
James J. Green
Catching Up With... Catching up with HighTower CEO Elliot Weissbluth. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2012
John J. Bowen, Jr.
Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success. mark for My Articles similar articles
Financial Advisor
September 2005
Bill Bachrach
Six Do's And Six Don'ts Of A Successful Practice Most financial advisors say they want to build a business that generates a sizable income and lets them live the life they want. Yet few advisors consistently do what it takes to create that kind of business. mark for My Articles similar articles
Investment Advisor
September 2009
Philip Palaveev
Tortoise or Hare Which business model is most acceptable to investors? And which to advisors? mark for My Articles similar articles
Registered Rep.
October 30, 2014
Diana Britton
The Rise of the Mini-Aggregator The rise of the "mini-aggregator" is an accelerating trend: Mature, established advisory firms who have built out their own infrastructure are realizing that they can rent out their back offices and operations. mark for My Articles similar articles
Investment Advisor
November 2009
Angela Herbers
The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing. mark for My Articles similar articles
On Wall Street
September 1, 2009
Gerri Leder
When Trust Is Broken, Value Is Compromised Make no mistake: Many clients' trust in their advisors has been shaken. This is the time for advisors to re-establish the value they offer. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
June 23, 2010
Halah Touryalai
Too Much Client Hand-Holding, Not Enough Prospecting The nervous-client-syndrome has yet to wear off. That's according to a new survey that says most advisors are still spending the majority of their time with existing clients rather then generating new business. mark for My Articles similar articles
On Wall Street
October 1, 2012
Merrill Hires Lee Miller, Andrew Pleat and Mark Kean from UBS Morgan Stanley nabbed nine new advisors... Leaving Morgan Stanley, Jeff Smith joins Janney Montgomery Scott... Stifel Nicolaus has opened a new private client office in Madison, Ct... mark for My Articles similar articles
Investment Advisor
February 2009
Kara P. Stapleton
Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy. mark for My Articles similar articles