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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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Investment Advisor February 2008 Susan L. Hirshman |
Quality Time Build the quality of client relationships by improving listening skills. |
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. |
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. |
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. |
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. |
Investment Advisor March 2010 Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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... |
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. |
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. |
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. |
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. |
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. |
Investment Advisor April 2008 Lewis Schiff |
Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves. |
Investment Advisor September 2010 James J. Green |
Catching Up With... Catching up with HighTower CEO Elliot Weissbluth. |
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 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. |
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. |
Investment Advisor September 2009 Philip Palaveev |
Tortoise or Hare Which business model is most acceptable to investors? And which to advisors? |
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. |
Investment Advisor November 2009 Angela Herbers |
The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing. |
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. |
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. |
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. |
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... |
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. |