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Financial Planning August 1, 2010 Mary Quist-Newins	An Abundance of Caution The financial services industry sometimes gives women a bad rap when it comes to their investment attitudes and behaviors. They are often seen as risk avoidant and even indecisive in their approach to investing.
Financial Advisor June 2004 Tracey Longo	Winning Women Clients According to leading financial advisors and trainers across the country, it takes advisors longer to prospect and cultivate women. Here's what you need to know to build a good roster of women investors.
Financial Planning December 1, 2010 Mary Quist-Newins	Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners.
Financial Planning March 1, 2005 Janet Aschkenasy	The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age.
Financial Planning July 1, 2007 Marie Swift	Beyond Mars and Venus What do women want from their financial advisors? A connection, not just a sale. Here's why you may not be reaching this rich, underserved market.
Financial Planning August 1, 2013 Kathleen Burns Kingsbury	7 Smart Ideas for Working With Female Clients Use these key concepts to make sure you're reaching women.
On Wall Street October 1, 2008 Helen Kearney	The New Face of Philanthropy Women control a combined net worth of $4.4 trillion and they bring a new mindset when giving money to charities. With the coming generational wealth transfer, women will ultimately decide just where a lot of that money goes.
Registered Rep. November 6, 2012 Kathleen Burns Kingsbury	Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples.
On Wall Street August 1, 2011 Carri Degenhardt-Burke	Be Creative About Finding Top Women Advisors There's no mystery on how to attract quality female advisors in the financial industry.
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 Advisor August 2007 Grove & Prince	Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities.
Investment Advisor October 2005 Karen C. Altfest	Gender Focus Do most financial advisors fully understand how best to engage women and assist them in achieving their financial goals? Learning how women feel about their own financial prowess that can enable planners to more effectively understand women as clients.
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?
Financial Planning October 1, 2011 Katie Kuehner-Hebert	Winning Over Gen Y The Generation Y crowd in their late twenties and early thirties may not have much cash to spare on services or big nest eggs to invest. Still, some planners are proving that it's possible to attract clients at the beginning of their careers.
Registered Rep. August 3, 2011 Charles Paikert	Wealth Management Practice By and For Women Launched By San Diego Firm A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
Registered Rep. August 28, 2013 Carina S. Diamond	We Need More Female Advisors When it comes to attracting women to our ranks, the industry still has a long way to go
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Registered Rep. February 2, 2011 Charles Paikert	Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management.
Financial Advisor October 2010 Karen Demasters	Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help.
Investment Advisor September 2006	Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life.
Financial Planning August 1, 2011 Temma Ehrenfeld	The Big Idea: Old, Older, Oldest As a careful planner, when you pick an age, you might ask, "How certain are you that you won't live longer?" You might then show your client the odds of living to various ages.
Financial Planning March 1, 2008 Marion Asnes	Where Are The Women? There are female CEOs on the Fortune 500, a woman Secretary of State, a woman making a serious, credible run for president. So why have so few of us been able to join the Men's Club, independent financial services division?
Financial Planning October 1, 2010 Carmen Wong Ulrich	What's Next for Diversity The face of financial planners is changing. As go the shifting demographics of this country, so goes financial planning.
Entrepreneur February 2008 Aliza Pilar Sherman	Rare Commodity How some women are working hard for the money.
Financial Planning September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
Financial Planning August 1, 2009 David E. Adler	Mom, Apple Pie & Financial Education How can advisors actually improve their clients' financial literacy, so they can make more informed and productive choices?
ifeminists October 21, 2003 Carey Roberts	Why Hillary Won't Be Elected the First Female President Things are looking bleak for advocates who are pushing for a woman president in 2004.
Financial Planning March 1, 2013 Ann Marsh	Planning 2023: 12 Trends to Watch Here's what to expect from the financial advice profession and your clients. Trends to watch include discussion of data security, artificial intelligence, and the evolution of crowdfunding.
Financial Planning March 1, 2012 Ann Marsh	Women Advisors Forum: Sharing Their Strength Female planners will have a chance to gather, learn and connect at SourceMedia's next Women Advisors Forum, set for March 13 in Florida at the Boca Raton Resort & Club.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Financial Advisor November 2012 Somnath Basu	The Economics Of Fear If most investors understood the implications of loss in any investment decision, the markets would be safer.
Financial Planning October 30, 2006 Elizabeth O'Brien	Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning.
Financial Planning January 1, 2011 Ingrid Case	Fading Minds In the best circumstances, families tell planners when an older person is no longer able to make independent financial decisions.
Financial Planning January 1, 2009 Stacy Schultz	Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.
Financial Advisor November 2007 Karen DeMasters	Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice.
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 September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
Financial Planning May 1, 2007 Elizabeth O'Brien	Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Financial Advisor July 2012 Eleanor Blayney	Money Talks, So Do Women Female clients have a lot to say about what they want from advisors.
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.
Financial Planning December 1, 2008 John E. Girouard	Life Goals Making clients uncomfortable enough to talk about themselves in an honest way is how you build trust, which leads to comfort, which leads to loyalty.
Financial Planning October 1, 2010 Michael Kitces	What's Next for Ideas Although it ultimately attempts to address many of the same financial problems as does traditional financial planning, the Life Cycle Finance framework has a different perspective, and leads us to explore new solutions.
Financial Advisor November 2010 Joni Youngwirth	Out Of Balance Should our industry take proactive steps to increase its number of women?
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Financial Planning January 1, 2013 John E. Grable	Financial Planning for All: An Insurance Solution A modest AUM tax could make financial planning available to all American families.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Financial Planning September 1, 2006 Elizabeth O'Brien	Clients: Fickle to Faithful A new survey shows just exactly what financial planning clients value -- and what it takes to earn their loyalty.
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 July 2012 Jim McConville	Securian Program Seeks To Boost Ranks Of Female Financial Advisors A recent survey by the insurance industry trade group Limra found only 31% of financial advisors are women. Why so few?