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Financial Advisor February 2010 David J. Drucker	Who Cares? When your client of ten years calls to say his wife just died, your response may make or break that relationship.
Financial Planning October 1, 2010 Susan Bradley	Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet.
AskMen.com December 9, 2001 Rashmikant Patel	Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor?
On Wall Street December 1, 2011 Alan J. Foxman	When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child...
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
On Wall Street July 1, 2010 Gerri Leder	Life Events: Moments To Build Trust And Relationships When your competence as an advisor is met with the comfort of a caring friend, trust is solidified.
Financial Planning June 1, 2007 Elizabeth O'Brien	White Paper He Said, She Said: Affluent households in which both spouses work are more likely to share the responsibility of meeting with the financial advisor.
Registered Rep. October 29, 2015 Matt Oechsli	Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
Financial Planning October 1, 2008 Amy Florian	Comforting the Bereft Financial planners serving clients after the death of a loved one will be remembered by how they made the clients feel rather than how proficient they were with money.
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.
Salon.com September 9, 2002 Douglas Cruickshank	"Normal will never happen again" The author of two books about coping with sudden death talks about the emotional fallout of losing someone without having had a chance to say goodbye.
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. September 23, 2015 Mindy Diamond	Happy Advisors Are Better Are you in the right place to best serve your own needs as well as those of your clients? How could you even consider replacing your current business card with a new one?
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Financial Advisor May 2007 Mitch Anthony	The Value Of You Wise financial advisory firms work hard to emulate the UPS approach, putting financial advisors at the core of the new value proposition.
Registered Rep. May 1, 2004 Anne Field	Role Reversal What happens when adult children take over part or all of their parents' finances - at the request of Mom or Dad? How should an advisor approach such situations?
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.
Financial Planning June 1, 2012 Ann Marsh	Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
AskMen.com Michael Estrin	How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you
The Motley Fool October 28, 2004 Robert Brokamp	Don't Be Financial Prey Is your financial advisor working for you? Here are three questions you should ask.
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
Financial Advisor September 2008 Wayne von Borstel	Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached.
Financial Planning June 1, 2010 Bob Veres	Wheel of Competence When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff.
Investment Advisor October 2008 Olivia Mellan	Long-Term Losses How can you cut your losses when they keep going on and on?
Registered Rep. June 18, 2014 Matt Oechsli	Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards.
Financial Advisor January 2006 Karen DeMasters	Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client.
Registered Rep. December 4, 2014 Diana Britton	Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life.
Registered Rep. May 24, 2013 Sallie Krawcheck	Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.
Financial Planning November 1, 2009 Donna Mitchell	4 Questions with Michael J. Silverstein The author of Women Want More examines the spending categories of women and particularly emphasizes how unhappy women are with financial services, healthcare and consumer durables.
Financial Planning March 1, 2010 Ed Cassidy	New Life It's become a familiar story for advisors: Their affluent clients are now facing a changed reality. The financial crisis has left them feeling they have to choose between their well-being and their children's inheritance.
Financial Planning June 1, 2009 Richard "Mac" Hisey	"Other" Crises Whether because of job loss, divorce, long-term illness or the death of a spouse, your clients regularly deal with crises that throw their personal lives into a tailspin and, potentially, their finances into disarray
Investment Advisor November 2009 Angela Herbers	Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
Registered Rep. June 21, 2013 Mindy Diamond	The Ghost Generation There's a shortage of younger advisors entering the field, and it's only going to get worse. Firms need to beef up their training programs and explore new sources of talent.
Investment Advisor July 2008 Angela Herbers	Learning to Listen Like many of their clients, it usually takes a few hard knocks for financial advisors to take advice
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Advisor July 2012	It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.
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.
Investment Advisor October 2007 Mark Tibergien	Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside?
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.
Registered Rep. January 5, 2011 Mindy Diamond	Lining Up Your Pros And Cons The following is a list of some of the pain points advisors who want to leave their firm often describe.
Financial Advisor September 2006 Mitch Anthony	A 100% Certainty Very few people are properly prepared for one of the 100% certainties of life -- you will die, and there is a significant chance that that there will be no road signs telling you the time and place. As a financial advisor, how will you help your clients with this scenario?
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
Financial Planning March 1, 2007 Galvan et al.	Heart of the Matter When you begin with what matters most to your client-whether the "client" is you, another person, peers or the public -- you are the client -- centered advisor.
Investment Advisor September 2009 Neal Ringquist	Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing.
Financial Advisor March 2012 Joni Youngwirth	When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
Investment Advisor October 2008 Kodialam & Adolf	Gold Medal You can deliver exceptional service throughout the client lifecycle.
Registered Rep. May 5, 2011 Matt Oechsli	Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation.
The Family Room Elizabeth Pantley	Listen With Your Heart ...You can help your children get through the bumps and bruises of childhood by simply being there for them....