August 12, 2010 How podcasts, webinars and videocasts can help advisors build relationships while saving time and money.... July 15, 2010 Here’s why you should add a blog and other digital media to your high-touch marketing plan.
... June 16, 2010 Part II on easy (and inexpensive) ways advisors can sharpen their client communications and marketing programs.... May 13, 2010 Part I on easy and effective ways to stay in front of your clients, prospects and strategic partners. ... April 19, 2010 Scott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies. ... March 17, 2010 A look at the major issues worth considering, before an advisor makes a move to independent RIA status.... February 10, 2010 Online networking and digital communication should supplement - not replace - your traditional means of networking. ... January 13, 2010 Here are three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices. ... December 15, 2009 Tom McCarthy, affiliated with Commonwealth Financial, uses LifeBio system to build rapport with current clients and special guests – a great “next generation” strategy for smart advisors nationwide. ... November 18, 2009 One way to expand your existing practice is to target a market, which is what financial advisor Sammie Gatti did in Dallas by going after women working for Texas Instruments. ... October 21, 2009 In the second of a series of articles, Marie Swift looks at the issues of acquiring an advisory practice and partially selling a book of business. ... September 22, 2009 Marie Swift outlines the options available to advisors and the key points worth considering when making a move.... August 19, 2009 Four timeless tips that can help deliver long-term client relationships. ... July 29, 2009 One financial advisor outlines how to successfully deliver long-term benefits to clients... July 01, 2009 In another break from business as usual, some advisors are reevaluating their buy-and-hold philosophy, or at least rebalancing more often.... June 01, 2009 Advisors today are taking a more defensive approach to allocating assets in order to rebuild portfolio value and position portfolios for future opportunities. ... May 01, 2009 Is Modern Portfolio Theory (MPT) a best practice or folly? Once an advisor carefully diversifies a client’s portfolio, is putting it on autopilot the right thing to do? ... April 01, 2009 A holistic approach can aid intergenerational purpose.... March 01, 2009 Searching for a new way to assess risk tolerance.... February 01, 2009 Financial planners generally do not prepare tax returns as part of their engagements. But that doesn’t mean they can’t make use of them. ... December 31, 2008 To glean ideas and learn what some of the industry’s top planners will be doing to keep clients and staff at ease and on track, I talked with Arthur Cooper, CFP, co-founder and principal partner of Co... November 30, 2008 The Heroes Earnings Assistance and Relief Tax Act of 2008 implements numerous changes to the federal tax code that benefit military personnel and their families. But the new law has received little at... October 31, 2008 In my last two articles, I laid out the patterns of globalization that are affecting the financial planning profession. In this final installment, I will share the results of two surveys I developed t... September 30, 2008 In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely surpass the number of U.S. certificants. I think this ans... August 31, 2008 Here’s a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It’s the clearest signal yet that the financial plan... |