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Financial Planning September 1, 2011 Bogan & Doss	Instinct or Intention? You need to hire, train and manage team members, both advisors and staff, to drive a firm's success and profitability.
The Motley Fool September 14, 2006 Dan Caplinger	The Definition of Independence For a small-business owner, hiring an employee is a big step. Ignoring the rules classifying employees can be a costly tax mistake for your business.
Financial Planning April 1, 2010 Deena Katz	Set Up for Succession Succession planning is not just a personal transition; it is very much a practice transition as well. The success of the person you select to follow you depends upon how well you have prepared to hand off your practice management functions.
Wall Street & Technology October 25, 2004 Jim Middlemiss	BPO Draws Broader Appeal Faced with ever-increasing pressure to cut costs, more investment firms are tapping business process outsourcing.
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
Home Toys December 2003	Selecting an Electrical Contractor What to do when it is time for the "wire to meet the walls"
Financial Planning October 1, 2010 John J. Bowen, Jr.	Rocket Fuel Some advisors are finding that nonorganic options -- acquisitions, in particular -- are an excellent way to ramp up growth and build successful larger firms.
Financial Planning February 1, 2011 Stephanie Bogan	Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm.
HBS Working Knowledge July 4, 2005 Poping Lin	Should You Outsource Your Marketing? Most companies already outsource a portion of their marketing function -- advertising. But what about direct-mail management, lead management, or customer analytics?
Financial Planning December 1, 2011 Deena Katz	Replacing Yourself Who's going to sit in your chair and meet with your clients when you're no longer doing it? That question leaves many advisors speechless.
National Defense March 2011 Denis Chamberland	Contractors on the Battlefield: Outsourcing of Military Services The last decade has witnessed a sharp increase in the scale of outsourcing of military services to third parties, emphasizing the importance of integrating contractor support into military operations and generating efficiencies.
Entrepreneur October 2008 Mark Henricks	Hired Help The pros and cons of hiring independent contractors.
Financial Advisor February 2006 Bruce W. Fraser	Outsourcing: Does It Help? As financial planning becomes more comprehensive and demands from clients grow, more financial advisors are creating virtual office practices by outsourcing tasks they used to do themselves.
Financial Advisor July 2009 David Lawrence	How Much Is Too Much? Outsourcing can financial advisors who try to tackle too much alone.
Financial Planning September 1, 2007 John J. Bowen Jr.	Authority Figure Establishing credibility and becoming a recognized authority to your clients can't happen overnight. You need to start with a base and then build upon it layer by layer. This 12-step process can get you going.
Investment Advisor November 2005 Eric Clarke	Posing the Proper PMS Questions Portfolio management systems are a critical business operations component. But how do you know if your current system is the best fit for your financial advisory practice? You'd better ask these questions.
Financial Planning December 1, 2007 Theodore Walters	Practice Tips How financial planners can outsource tasks that prevent them from meeting clients and prospects.
Financial Advisor August 2012 Jon Beatty	A Promising Road Advisors are enjoying strong growth despite significant challenges in the financial markets.
CIO April 6, 2012 Fred O'Connor	IT Contractors Help Companies Meet Changing Work Needs The demand for tech part-time work can also mean the economy is improving, says an IT staffing firm.
Parameters Autumn 2008 Steven L. Schooner	Why Contractor Fatalities Matter Apprising the American public that the true human cost associated with military operations includes contractors and exceeds 6,000 is critical to making informed decisions for the future.
Financial Planning October 1, 2011 James L. Poer	Smooth Operator Many investment advisors are missing the possibility of growing their businesses, increasing client face time and saving on staffing costs. All it takes is a forward shift in how they employ technology.
Financial Planning June 1, 2008 John J Bowen Jr	Help From My Friends Here are some of the most important issues to consider when working with a financial institution.
Global Services August 14, 2008 Mehra & Singh	A Comprehensive Talent Strategy for Services Outsourcing Outsourced service operations in India, China, and other developing countries face a war for talent that will ultimately determine their competitiveness. Win this war by pursuing a comprehensive talent-management strategy.
CIO November 15, 2001 Susan H. Cramm	The Dark Side of Outsourcing Farming out the best work will hollow out your organization...
Financial Advisor December 2004 Jeff Hollowniczky	Outsourcing By Multi-Client Family Offices Whether you are a multi-client family office (MFO), an existing single-family office or a comprehensive wealth management firm thinking of offering services to other families, one of the most crucial decisions you will face is which services to outsource.
Financial Advisor July 2006 David L. Lawrence	How To Hire The Perfect Employee Look at why you want to hire someone -- and what job they'll do.
Wall Street & Technology December 28, 2009 Michael Lobosco	Evaluating Outsourcing Options The technology and capabilities of outsourced portfolio management systems offer functionality that is comparable to their installed counterparts. But not all outsourced solutions are created equal.
Financial Planning September 1, 2007 Elizabeth O'Brien	Working Smarter The new Rydex benchmarking survey reveals the habits of highly successful advisors.
Financial Planning February 1, 2010 Stephanie Bogan	Make 2010 Your Best year Ever Quantuvis Consulting's new study of business performance has strategies for every advisor, regardless of size, business model, or philosophy.
Registered Rep. March 1, 2006 Allen Plummer	The Tech Decision Matrix Independent contractors or registered investment advisor reps have tough decisions in choosing their back-office and tech solutions. Here's what they need to consider.
National Defense February 2012 Sean M. Connolly	Update Emerges For New Personal Conflicts of Interest Rule Effective Dec. 2, 2011, the Federal Acquisition Regulation requires U.S. government contractors and subcontractors to prevent personal conflicts of interest that arise during their employees' performance of certain acquisition functions.
Investment Advisor November 2005 Mark Tibergien	Formulas for Success: Tear it Down to Build it up Operations is the next crucial area of focus for successful financial advisors. Are you ready?
Investment Advisor July 2006 Maya Ivanova	Power of the People With the proper guidance, training, and nurturing, your employees can expand your firm's presence, networking opportunities, and pool of referrals and help you grow your financial advisory firm.
Financial Planning February 1, 2012 Bob Veres	Chicken and Egg Running a financial planning practice takes you into a lot of chicken-and-egg situations, where it seems like you have to have something already before you can get access to it. But here's the good news: There are solutions for many of these blind alleys in your business growth.
Insurance & Technology June 16, 2004 Peggy Bresnick Kendler	Gaining the Outsourcing Edge Whether they consider outsourcing applications, infrastructure or business processes, insurers have a myriad of reasons to contract out portions of their operations.
Financial Advisor May 2012 Joni Youngwirth	Two Hats How can you manage your roles as business owner and financial advisor simultaneously?
Entrepreneur March 2006 Chris Penttila	Out With It When growing your business, you know you can't do it all on your own. But could you be outsourcing too much?
Entrepreneur September 2003 Kimberly L. McCall	Straight to the Outsource Feeling the crunch? Then it may be time to look outside your company for help.
Investment Advisor August 2009 Mark Tibergien	Formulas For Success: The Missing Link The difference between the great advisory firms and the merely good has to do with the use of people.
Bio-IT World April 16, 2004 Fowler & Cardin	Cinching Synergy with a Contract Lab The keys to developing a synergistic relationship are identifying the right partner, clearly defining expectations, and communicating regularly and honestly. Follow these steps to success for lab services outsourcing.
Global Services November 5, 2007 Singh & Puryear	Beyond Single Site, Single Provider As companies measure their offshore presence, they grapple with two large challenges. First, the increasing imbalance between workforce supply and demand, and second, where to site their offshore activities.
Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Planning August 1, 2008 David A. Twibell	House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors.
National Defense November 2013 John D. Altenburg	Winding Down War Zone Contracts As with any arduous task for which a completion date is announced, the government assumed the risk of Afghanistan defense contractor lethargy -- or worse -- when it announced when the war will end.
Food Processing January 2009 Dave Fusaro	Collective Wisdom on Outsourcing Our joint survey on contracting-out production, R&D and other functions finds a lot of mixed feelings.
On Wall Street April 1, 2013 Margarida Correia	Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
National Defense November 2006 James A. Hughes	Blended Workforce Poses Conflict of Interest Risks The Acquisition Advisory Panel noted the emergence of a "blended" workforce, where contractors work side-by-side with federal officials. The panel observed that the lines between governmental and commercial functions have blurred.
Financial Advisor February 2006 David L. Lawrence	Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Investment Advisor March 1, 2011 Angie Herbers	A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house.