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Registered Rep. July 25, 2014 Anne Field	Where Are They Now? Occasionally, we go back and see how some of these advisors have fared after receiving our advice. We want to know if it helped and what their plans are for the future.
Registered Rep. October 24, 2012 Anne Field	A Tiene Usted Un Plan? A young advisor, originally from Spain, wants to build a business serving international clients living in the U.S., but isn't sure where to begin. We turn to our panel of experts to help him.
Registered Rep. May 1, 2008 Anne Field	Hiring Good Help A panel of experts gives advice on hiring the right new employees to grow your firm.
Financial Advisor September 2005 Eric L. Reiner	Philanthropic Planning: It's Not For Everyone Financial advisers who offer philanthropic planning gain a competitive advantage in the ultra-high-net-worth marketplace.
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.
Financial Advisor May 2004 Jeff Schlegel	The Philanthropy Disconnect For many financial advisors, talk about values and charitable giving don't mix.
Investment Advisor August 2006 Susan L. Hirshman	The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.
Financial Planning September 1, 2008 Jim Grote	Give and Take Sean Stannard-Stockton is a financial advisor who brings the two disciplines of wealth management and philanthropy consulting into harmony for high-net-worth clients interested in giving.
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 September 1, 2012 John J. Bowen, Jr.	Planners: Reset Your Social Media Strategy to Attract Affluent Clients Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).
Financial Planning May 1, 2011 Mike Byrnes	The Snowball Effect Smart advisors define their goals so that they don't waste time when using social media. They decide who to "follow," "friend" and "link in" to, and the news sources they and their clients will want to read.
Registered Rep. January 28, 2013 Anne Field	Grooming the Reluctant Apprentice A New Jersey advisor thought he had the perfect match for a junior partner, until she got cold feet about moving into the client spotlight. Our panel of experts helps them reconcile opposing goals.
Financial Advisor November 2010 Cliff Campeau	Finding A Standout Here's what an investor might look at in deciding whether to hire your firm.
Financial Advisor December 2010 Bruce W. Fraser	Reconfiguring Giving Major changes in attitudes and tax laws may affect the philanthropic advice you give clients.
Registered Rep. May 1, 2012 Anne Field	Slow Growth Hustle Thomas Balcom wants to take his $50 million AUM practice in Boca Raton, Fla. to $100 million in five years.
Financial Planning August 1, 2009 John J. Bowen Jr.	Expert Positioning You must position yourself so that the clients you want to target see you as a true expert who can address their full range of problems, issues and opportunities.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
Financial Advisor April 2009 Jeff Schlegel	Charity Begins At Home Portfolio woes mean less money for philanthropy, and market losses are hurting many foundations' ability to do their jobs.
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.
Registered Rep. April 28, 2015 Robert F. Sharpe, Jr.	The Philanthropic Age Divide The key to advising philanthropic donors now is to recognize that as circumstances change near the end of life, new possibilities may open for serving clients in ways that may not have been possible at earlier stages of life.
Financial Planning March 1, 2007 John J. Bowen	Your Network of Experts Working with experts outside of your advisory firm is a key component of successful wealth management. But choosing the right professionals to work with isn't easy. Here's how to do it.
Registered Rep. October 1, 2005 Tracy Byrnes	The Hard Conversation Charitable giving can be a great tool for managing a client's taxable income, when used effectively. But before anything good can happen, advisors need to solve the communication problems.
AFP eWire November 5, 2007	Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research.
Financial Advisor September 2006 Bruce W. Fraser	Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture.
Financial Advisor January 2008 Bruce W. Fraser	Growing Up Over the next five years, the typical RIA will undergo rapid transformation, and the average RIA firm is expected to at least triple in size. To accommodate such growth, hiring decisions will become critical, stretching far beyond the traditional tendency of firms to simply add more advisors.
Registered Rep. June 1, 2006 Kristen French	The Wealth Management Quest Are you really a wealth manager? Do you know what the phrase really means? It pays to know, because a new compensation report shows only 8% of advisors -- across all business channels -- actually fit the bill.
Search Engine Watch March 17, 2011 Justilien Gaspard	Link Building Tips for Small Businesses These tips can help you grow your backlinks and customer base at the same time.
Financial Advisor June 2008 David J. Drucker	Linking Up How can financial advisors use networking sites to their advantage?
Commercial Investment Real Estate Nov/Dec 2013 Mary Stark Hood	Real Estate Gifting Realized: Business Opportunities for Real Estate Professionals Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
Investment Advisor December 2006 James J. Green	Sowing Good Works How financial advisors and their partners are fostering local and worldwide philanthropy.
Financial Advisor July 2010 Andrew Gluck	A New Era With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.
Financial Planning March 1, 2007 David A. Twibell	Helping Nonprofits Profit Small and midsize nonprofit organizations can be great clients for financial advisors, but understanding their unique needs is critical to success.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
Investment Advisor November 2005 Robert F. Keane	Good to Give While giving may come from the heart, it's the advisor's job to see that his clients also do it with their heads.
Registered Rep. January 18, 2011 Jerry Gleeson	Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions.
ONLINE Nov/Dec 2004 Debbie Bardon	Online Social Networking for Business: An Interview with Konstantin Guericke, Marketing VP, LinkedIn These networks connect people based on who those people know rather than who they are. Think of it as accessing not only your Rolodex but also those of your neighbors.
Financial Advisor June 2011 Michael W. Byrnes	Social Media Networking Becomes Even More Important Whether a believer or disbeliever in the power of social media, it is important to see the trends and know how business will be impacted. This article shares three things to keep up with as the industry evolves.
Commercial Investment Real Estate Jul/Aug 2013 Mary Stark Hood	Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property.
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. October 29, 2015 Anne Field	A Focus on Philanthropy During her 25 years in the business, Kalita Blessing has always helped her clients give to charity, trying to ensure the gifts were efficient and effective from a financial planning perspective.
Financial Advisor April 2004 Grove & Prince	Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.
Commercial Investment Real Estate Nov/Dec 2008 Stephanie Bell	C U Online Social networking sites offer several ways to increase your contact base.
Financial Advisor November 2011 Eric Rasmussen	One From The Heart As the economy sputters, charities try to keep their footing. Advisors who understand the world of philanthropy will find themselves better positioned with high-net-worth clientele.
Financial Advisor November 2008 Joseph J. Cohen	Harness Giving Talking with your clients about their philanthropic pursuits and how they go about them should take place in the context of a larger discussion about their overall long-term desires for their wealth.
Registered Rep. April 21, 2014 Anne Field	How to Find a Niche What is the most efficient niche strategy?
Investment Advisor September 2008 Adolf & Kodialam	Brick by Brick How to implement an active marketing program to compliment the traditional word-of-mouth method of finding new clients.
Investment Advisor May 1, 2011 Joni Youngwirth	Marketing 101: Answers to 10 Common Questions The long-term rewards of a good marketing campaign will more than pay for the challenges
Financial Planning December 1, 2006 Suzanne McGee	Giving Made Easier Donor-advised funds can simplify the giving process while offering multiple ways to manage assets.
Commercial Investment Real Estate Jan/Feb 2011 Chase V. Magnuson	A Guide to Giving How can Certified Commercial Investment Members assist the charitable community?
Investment Advisor April 2007 Savita Iyer	An Underutilized Charitable Option More education is needed to encourage tax-free gifts to nonprofits from financial advisory clients' IRAs.