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Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
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 August 1, 2009 Deena Katz	Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product.
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 Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Financial Advisor June 2010 Roy Diliberto	The Savings Myth Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today.
Financial Planning September 1, 2008 Glenn G. Kautt	Let's Make a Deal Growing your company larger will allow you to compete if there are economies of scale, if you can establish a local or regional dominance, or if you can attract and larger and more profitable clients.
Financial Advisor August 2007 Roy Diliberto	The Purpose Of Money Financial life planners help clients find a purpose for their money. And that is significantly different than asking clients what their goals are.
Financial Planning July 1, 2012 Scott Wenger	Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP.
Financial Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
Financial Planning February 1, 2006 Bob Veres	Hitting The Wall The phenomenal growth rates in the financial planning profession are proof that the public is waking up to its need for the services of a good planner.
Investment Advisor November 2005 Olivia Mellan	The Psychology of Advice: Well Connected As a financial planner, you know that networking with peers is valuable, but it isn't as easy as it sounds. There's no downside to networking. The more you do it, the better you'll get at making connections that can help keep you fresh, alive, and evolving in your worklife.
Financial Planning April 1, 2007 Bob Veres	Sustaining Software The financial planning profession offers a less-than-ideal marketplace for software vendors. Here's how we can support these practice-management allies.
Financial Advisor June 2011 Roy Diliberto	Reconciling Couples' Money Differences While financial life planners are not trained as therapists and shouldn't attempt to solve marital problems, it is also true that most of our clients are not having relationship problems, but may be having significant issues about money.
Financial Planning April 1, 2013 Dave Grant	Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around.
Financial Planning November 1, 2012 Dave Grant	It's Time to Fix Your Website for Financial Advisors If your firm's home page looks like it s stuck in the 1990s, you re likely driving away prospects and employees. Here are 7 rules for making an upgrade.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
Registered Rep. May 21, 2015 Alan Moore	Compensation Survey 2015: Can the Hourly FA Survive? When advisors work hourly, they can reach a unique segment of the market that is otherwise completely ignored by traditional financial planning models.
Financial Planning November 1, 2010 Carl Richards	What I Am Real financial planning is about conversations. Smarter conversations. Meaningful conversations. It is about guiding people through the process of aligning their use of capital with their values.
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 June 2008 John E. Grable	The Engineer, Professor And Planner The allegory that follows is presented to all practicing financial planners in the hope of furthering the discussion of professionalism in the industry.
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?
Investment Advisor September 2007 Olivia Mellan	Stand By Me Successful financial advisors have very little client and employee turnover. Consider how these ideas for strengthening relationships might help you sustain the loyalty of your clients and fellow workers.
Financial Advisor August 2005 Diliberto & Anthony	Value Propositions That Last A Lifetime Great financial planners don't engage in games of pretense. They connect at the heart. The value proposition that connects with the heart is not easily threatened or broken.
Financial Planning August 1, 2012 Jim Grote	Wisdom in Numbers Networking separates successful leaders from the rest of the pack. The most efficient technique for getting things done in your own practice may well involve joining a study group.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
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 Planning June 1, 2010 Aaron Coates	Is it Planning? Why does the industry have difficulty differentiating financial planning? Perhaps because we practitioners don't do it ourselves.
Financial Planning October 1, 2011 Ilana Polyak	The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders.
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.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Investment Advisor June 2006 Olivia Mellan	Sustainable Growth One is the loneliest number that you'll ever do. But if you're a sole investment advisor practitioner, you may think it's much simpler than expanding your business.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Financial Planning January 1, 2006 Michael B. Horwitz	Tell Them More Potential financial planning clients are asking questions, but are they the right ones? If prospects wanted to go beyond the standard questions and our stock replies, what would they ask to get a real inside look at our businesses? Here are some possible questions.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Financial Advisor June 2005 Roy Diliberto & Mitch Anthony	A Practice You Can Live With Don't let your financial advisory business become your master.
Registered Rep. March 1, 2003 Anne Field	Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service.
Financial Planning May 1, 2005 Suzanne McGee	Confronting the Overspending Client One of the hardest things to say to a client is, "You're spending too much." Here's how thoughtful planners handle the conversation.
Financial Planning November 1, 2005 Bob Veres	Integrity Rules If you get right to the heart of any successful planner's best advice, chances are you'll hear the word "integrity." When planners aren't totally credible to themselves, they become a little less convincing to their clients.
Financial Planning August 1, 2005 Kevin Gahagan	Practice Tips The lure of ensemble firms. Has the time come for sole financial planning practitioners to consider a new approach?
Investment Advisor May 2006 Angie Herbers	The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen.
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 Planning April 1, 2012 Donna Mitchell	Flying Solo If some advisors are committed to going it alone and maintaining their independence in the fullest sense of the word, industry observers say they will have to implement smart planning for their own practices.
Financial Planning December 1, 2012 Dave Grant	How to Wow Generation Y Clients Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.
Financial Planning December 1, 2010 Donald Jay Korn	Youth Movement Some planners are taking steps to maintain their client and asset bases. They are building a stream of clients who are in their mid-thirties to their mid- forties now. These individuals may be about to hit their peak earning years, and they will be high-net-worth individuals in the future.
Financial Planning October 1, 2011 Martha C. White	Breaking News When Rich Arzaga decided nearly five years ago he needed to boost his brand image and increase exposure to prospective clients, a weekly e-newsletter was just the ticket.
Job Journal February 20, 2005 Julia Hollister	Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance.
T.H.E. Journal July 2008 Cathy Higgins	An Inside Job One educator's efforts to introduce her colleagues to online professional development demonstrates how a school's most effective technology leaders are often homegrown.
Financial Advisor May 2012 Karen DeMasters	Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place.