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Financial Advisor May 2008 David Lawrence	Getting The Word Out There are several ways to enhance communication with clients without necessarily increasing the workload for yourself and/or your staff.
Financial Advisor January 2005 David L. Lawrence	What's Your Web Site For? Using a `client-centered' Web site as an efficient part of your financial advisory practice.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Financial Advisor June 2008 David Lawrence	Keeping It Private In this age of malicious software, computer viruses, and other means of stealing information, it should seem obvious to most financial advisors to take steps to protect client and firm data. Yet many firms still do not do this.
Investment Advisor August 2006 Claudio Pannunzio	Four Rules to Drive Home Your Message What distinguishes highly successful financial advisors from less successful ones, regardless of their skills and industry knowledge? The answer is their ability to communicate the true value of their service offerings to their key constituencies.
Financial Advisor February 2007 David Lawrence	The Personal Touch In a fast-moving world where communications are becoming increasingly de-personalized, operating a financial advisory practice that emphasizes the personal touch can distance you from the "corporate" competition.
Financial Advisor October 2008 David Lawrence	A Model Relationship Having stronger client relationships should not just be your goal but one of your top priorities.
Financial Advisor August 2008 David J. Drucker	Keeping The Lines Open Not enough time in the day to keep in touch with your clients? Try these electronic shortcuts.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
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.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
Financial Advisor July 2006 Joel P. Bruckenstein	Noteworthy Notebook The program PFP Notebook can be a good planning solution for new and low-volume financial planning practices.
Financial Advisor June 2012 David Lawrence	The Right Fit Five steps that will help you choose the best CRM software.
Investment Advisor December 2009 Angela Herbers	The Fast Track: Figures Don't Lie Finding the compensation benchmarks you need may take work.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Investment Advisor September 2010 Ray Sclafani	The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1 How top advisors are re-engaging with clients at a tenuous time.
Financial Advisor February 2009 Joel P. Bruckenstein	The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral.
Financial Advisor March 2011 Joel P. Bruckenstein	The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform.
On Wall Street September 1, 2013 Alix Stuart	Technology Aids Client Communications Using the latest technology, these advisors have perfected their client touch points.
Investment Advisor August 2009 Adam Moseley & Wade Spencer	New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
Financial Advisor December 2009 David Lawrence	Time To Adapt Advisors may find this time-management strategy to be more effective than others.
Financial Planning December 1, 2009 Joel Bruckenstein	2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms.
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 Planning December 1, 2010 Stephanie Bogan	Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships.
Financial Planning June 1, 2012 Joel Bruckenstein	Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing.
Financial Planning March 1, 2008 Dan Skiles	CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice.
Financial Planning August 1, 2008 Chris Radford	Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business.
Financial Advisor February 2, 2009 David Lawrence	A Closer Look At Differentiation Web sites and credentials are two avenues to explore to help financial advisors stand out.
Investment Advisor January 1, 2011 Bob Clark	Better Advising Through Technology Orion Advisor Services reveals the future of practice management information.
Financial Advisor October 2010 Bruce W. Fraser	A Better Scorecard Advisors are not just using surveys to ask about client satisfaction anymore.
Investment Advisor August 2008 James J. Green	Standouts How financial advisors can use branding, marketing, PR, and new media to differentiate themselves.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Investment Advisor July 2006 Thomas D. Giachetti, esq.	Expert's Corner: Passing Muster Is your electronic record keeping up to SEC snuff? Financial advisors should exercise discretion and diligence regarding electronic record retention and communication procedures. When in doubt, retain the hard copy original or make a phone call.
Financial Planning December 1, 2008 Joel P. Bruckenstein	Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey.
On Wall Street July 1, 2009 Doug Dannemiller	Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers.
Financial Planning September 1, 2007 Joel Bruckenstein	Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit.
Financial Advisor July 2006 Littlechild & Pomering	Unlocking Client Value The first question financial advisors should ask is not "how" to survey clients but "why" you should do it in the first place. In addition to allowing you to stay on top of changing client needs, interests and expectations, the reasons abound.
Financial Advisor November 2007 Andy Gluck	Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc.
Financial Advisor December 2006 Lewis Altfest	Behavioral Financial Planning Behavioral financial planning is not so much an alternative way of looking at personal financial planning as it is a practical supplement to it. Knowing what motivates people and finding ways of improving results is what behavioral planning is all about.
Investment Advisor October 2007 Julie Littlechild	Got a Minute? A big study finds that the best financial advisors are efficient in two different ways.
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
Financial Advisor March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
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.
Financial Advisor November 2008 Joel Bruckenstein	Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software.
Financial Planning January 1, 2007 Joel Bruckenstein	CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving.
Investment Advisor March 2007 Angela Herbers	Beyond the Numbers By increasing the level of service and the effectiveness of our financial advisory firm operations, we add value to the products and services we offer.
Financial Advisor July 2011 David Lawrence	Learning To Socialize Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer.