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Financial Planning October 1, 2013 Scott Wenger	Sheryl Garrett's 'Lifestyle' Planning Network Sheryl Garrett considers the future for her low-cost firm. Can she maintain a feeling of community while ensuring its long-term survival?
Financial Advisor December 2006 Jeff Schlegel	The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation.
Financial Advisor March 2008 David J. Drucker	Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely.
Financial Advisor May 2010 David J. Drucker	Help From Your Friends More advisors are signing on to advisor networks to fast-track their businesses.
Financial Planning April 1, 2008 Bob Veres	The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry.
Financial Advisor November 2006 Tracey Longo	Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be.
Financial Advisor October 2006 Raymond Fazzi	Embracing The Small Client The trend is to seek out big accounts, but many investment managers and planners continue to value relationships with small clients.
Financial Advisor September 2006 Andrew Gluck	Referencing Referrals While many financial advisors around the country struggle to bring in new clients and grow their businesses, others enjoy an embarrassment of riches -- they have so much new business they don't know how to handle it. Why?
Financial Advisor April 2005 David L. Lawrence	Linking Client Profitability To Client Acquisition Goals The kind of financial advisory practice you operate will determine the type of client you seek.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Advisor March 2004 David J. Drucker	Serving The Middle Market From A Lofty Perch Providing financial planning services for middle-income clients has become a hot topic and an even hotter market during the last few years.
Financial Planning April 1, 2007 Kathy Gevlin	How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions.
Financial Planning November 1, 2007 Bob Veres	Planning to the People The emerging trend in financial planning: stripped-down service models that can deliver fiduciary planning to millions of middle-class consumers -- at a profit.
Financial Advisor June 2012 Jim McConville	Napfa Elects New Chair, Launches Web Sites The National Association of Personal Financial Advisors has tapped Ron Rhoades to succeed Susan John as chairman of the fee-only planners group.
Financial Advisor February 2009 David J. Drucker	Who's Got Middle America's Back? Middle-class citizens have usually come second in the financial services world. Is that finally changing?
Financial Advisor November 2006 David J. Drucker	Who Needs To Market? The question about marketing isn't just how, it's if. Not every advisor wants to market, nor do they need to market. The need depends on three things: your time in the profession, the rate of growth you desire (if any) and the way you practice.
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
Financial Advisor November 2005 David J. Drucker	Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients.
The Motley Fool March 22, 2010 Robert Brokamp	Want My Advice? You Can't Afford Me! Look for fee-only advisors as a better alternative to the big brokerage firms. The dirty, little not-so-secret of the mainstream financial-services industry is that middle-class America need not apply.
Financial Planning March 1, 2007 Bob Veres	The Wrong Question Does size matter in the planning profession? Is an advisor with lots of assets under management more important than one with less?
Financial Advisor February 2, 2009 Jeff Schlegel	Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn.
The Motley Fool March 2, 2006 Dayana Yochim	Big Money Blunders to Avoid Real estate, college costs, family finances, death and divorce. We asked Sheryl Garrett, the financial planner to the people, for advice on avoiding the monumental money blunders before they occur.
The Motley Fool December 6, 2010 Dayana Yochim	3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good.
Financial Planning November 1, 2006 Elizabeth O'Brien	The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
The Motley Fool June 24, 2010 Dayana Yochim	3 More Things Your Advisor's Too Scared to Tell You "You're alone," "you aren't getting younger," and other things you need to hear.
The Motley Fool May 5, 2007 Elizabeth Brokamp	5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc.
The Motley Fool March 31, 2010 Dayana Yochim	Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now.
Financial Advisor June 2006	Frontline News CFP Board To Punt On The F Word... Raymond James Demands Cheaper VA Products... More Clients Need Insurance Help... Calling Young Advisors... etc.
Financial Planning November 1, 2011 Stephanie Bogan	It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday.
Investment Advisor May 2006	Making the Future Happen The 25 most influential people in and around the investment advisory profession: Ron Roge... Dick Averitt... Tony Batman... Ben Bernanke... etc.
Financial Advisor June 2004 Gregory Bresiger	Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
The Motley Fool July 31, 2008 Elizabeth Brokamp	5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Financial Advisor December 2005	Frontline News Fee-Only Practices Are The Most Profitable... FOLIOfn Subsidiary Launches Proxy Compliance Service... Advisors Got Wealthier, And Happier, In 2004, Says Survey... FPA Names Nicolette 2006 President-Elect... etc.
Financial Advisor October 2010 Mary Rowland	Quietly Contrary Some advisors find success by scorning conventional wisdom about size, growth and clientele.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
Registered Rep. May 20, 2011 Diana Britton	Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA.
Investment Advisor April 2009	Soapbox: How to Restore Trust If we want advisors to act in the best interest of clients, there should be a compensation system that offers them incentives them to do so.
Financial Planning October 1, 2010 Bob Veres	What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation.
Financial Planning October 1, 2010 Bogan & Doss	The Marketing Plan You'll Need The struggle many advisors face is that active marketing can seem as daunting and complex as a piano concerto by Johann Sebastian Bach.
Financial Advisor May 2009 George Kinder	Financial Planning's Historic Moment An opportunity has opened to help create a financial advisory profession that consumers will trust and admire decades from now.
On Wall Street July 1, 2009 Helen Kearney	The 'F' Word Stirs Up Controversy Advisors who fall under the new fiduciary standard, namely investment advisors who run a fee-based business, must always put clients' interests before of their own.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
Financial Planning April 1, 2005 Donald Jay Korn	2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business.
Registered Rep. October 29, 2013 David Armstrong	Editor's Letter: November 2013 A common refrain heard at industry conferences and in the trade press is that "the financial services industry suffers from a bad reputation. How can we rebuild client trust?"
Financial Planning January 5, 2008 John J. Bowen Jr.	Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community.