| Similar Articles |
|---|
 |
Investment Advisor
June 2010
Lewis Schiff |
The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do.   |
Investment Advisor
March 2010
Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
Registered Rep.
February 28, 2007
Kristen French |
Bringing Up Baby: Advising the Rich on Their Kids Financial advisors have a great opportunity to win wealthy client loyalty -- with just a little extra work -- by helping out with the kids. |
Registered Rep.
January 1, 2005
Anne Field |
Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing. |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
Financial Advisor
December 2004
Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Investment Advisor
April 2010
Lewis Schiff |
The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Registered Rep.
June 28, 2011
Charles Paikert |
Listen Up: Improving Client Relationship Skills Gaining Priority For Wealth Managers The trend is being driven by demographics, fall-out from the financial crisis and the bottom line. |
Registered Rep.
April 1, 2007
Kevin McKinley |
Financing Tomorrow Here's why and how you should use your skills to foster money harmony between generations, and ensure a position as the family's primary financial advisor today and tomorrow. |
Financial Planning
April 1, 2005
Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. |
Registered Rep.
November 1, 2010
Vic Preisser |
The Children of the Wealthy Fire Their Parents' Advisors -- Most of the Time That means to grow your advisory business, financial advisors have to go out and find/recruit a replacement for the estate that just left, and then go out and try to find other affluent investors. |
Financial Advisor
March 2012
Bernie Clark |
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. |
Financial Planning
October 2, 2007
Barry Glassman |
'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives. |
Registered Rep.
September 1, 2005
Kevin McKinley |
Fomenting The (Financial Literacy) Revolution An interview with Carrie Schwab Pomerantz, senior vice president and chief strategist of consumer education for Charles Schwab & Co., as well as president of The Charles Schwab Foundation on her work focusing on providing financial literacy, especially to teens. |
Registered Rep.
August 24, 2011
Jerry Gleeson |
Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product. |
On Wall Street
November 1, 2009
Parisi & Leung |
Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs. |
On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
Investment Advisor
October 2007
Kara P. Stapleton |
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later. |
Investment Advisor
April 2009
Lewis Schiff |
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times. |
Investment Advisor
August 2007
Lewis Schiff |
Keeping It in the Family More than money is at stake when assets transfer to clients' children. Estate planning is a poor substitute for not being able to communicate with your children. |
Registered Rep.
January 1, 2011
Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. |
CFO
February 1, 2007
Chuck Jaffe |
The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them. |
Financial Advisor
October 2012
Michael J. McDermott |
Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed. |
Financial Planning
February 1, 2005
Jennifer A. Liptow |
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. |
BusinessWeek
July 2, 2007
Susan Berfield |
The Angst Of Newfound Riches Wealth can be overwhelming. Now there's a new breed of psychologist to help. |
Financial Advisor
November 2009
David J. Drucker |
Listening More, Talking Less With Barbara Culver's Purposeful Planning, the humanistic side of financial advice takes on a new dimension. |
Financial Advisor
October 2005
David J. Drucker |
The Parent Care Solution Smart financial advisors have spent at least a little time thinking about ways to keep their clients from straying. They've also thought about protecting their clients from the ravages of old age. Now these seemingly unconnected demands have a common link. |
Financial Advisor
March 2011
Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
Financial Planning
May 1, 2011
Scott Schutte |
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly. |
Financial Planning
May 1, 2012
Mason Braswell |
Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously. |
Financial Planning
July 1, 2009
Scott Schutte |
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? |
Financial Planning
September 1, 2010
Paul Menchaca |
Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress. |
Financial Advisor
April 2010
Andrew Gluck |
Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant. |
On Wall Street
May 1, 2012
Lorie Konish |
Counseling Clients Through Mental Illness Wealth planning for families coping with mental illnesses requires a lot of attention around estate plans and supplemental and special needs trusts to ensure affected family members are cared for. |
Financial Planning
September 1, 2013
Miriam Rozen |
How to Have the Money Talk With Kids Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well. |
Investment Advisor
April 2010
Lewis Schiff |
Advisor, Understand Thyself Financial advisors need to understand themselves and their inner drivers, as well as their clients'. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
Registered Rep.
February 1, 2005
Ruth Halcomb |
In the Same Boat Landing a wealthy family can make your practice, but it's important to know that managing the assets often requires becoming involved in family matters. |
Salon.com
October 4, 2000
Jennifer Foote Sweeney |
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... |
Financial Planning
October 1, 2009
John J. Bowen Jr. |
Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
Registered Rep.
September 21, 2015
Lynn O'Shaughnessy |
An Untapped Market in College Financial Planning There is one field where you won't get jostled: The niche for good late-stage college planning. It is just about deserted. |
Financial Planning
September 1, 2013
John J. Bowen, Jr. |
How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how. |
Registered Rep.
August 24, 2011
Charles Paikert |
Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business. |
Financial Planning
August 1, 2010
Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
Investment Advisor
August 2007
Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. |
Investment Advisor
November 2006
Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. |
