| ARTICLES |
 THE PLIGHT OF THE SMALL(ER) PLANNER
Advisors with $100 million to $200 million in assets under management
must hurdle many challenges to stay competitive. |
THE OLD RULES DON'T APPLY
By Evan Simonoff
Dodging a classic recession hinges on key factors like productivity, exports and the global economy. |
INFLATION IMPACT
By R. Stewart Eads
Inflation has a dramatic effect on stock returns.
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REELING IN FREELANCERS
By Andrew Gluck
How to hire freelancers using the Web ... An entrepreneur captures
clients’ feelings about key financial decisions with a new version of his popular software. |
PICKING A CPA MATE
By Rebecca Pomering
Advisors who want successful partnerships with CPAs first need to do deliberate, thoughtful planning on establishing the right relationships. |
AN EXERCISE IN BELT TIGHTENING
By David Lawrence
Six Sigma techniques may help you manage costs by systematically improving how your firm gets work done.
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THE GREAT ESCAPE
By Mary Rowland
Wirehouse teams find they have a readymade base to go independent. |
ASSESSING ‘FISCALOSOPHY’
By Mitch Anthony
How to develop a script for conveying to clients and prospects |
BECOMING A RAINMAKER
By Tracey Longo
RegentAtlantic created a firmwide marketing culture that transformed the shop and grew it from $435 million in assets to more than $1.9 billion in just six years.
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SATISFYING YOUR SELF-MADE CLIENTS
By Mike Sheets
You must bring sophisticated solutions specific to their situation to the table, giving them a reason to listen to you. |
UPHILL CLIMB
By Andrew DoddsThe catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
Convincing clients to sell off concentrated positions, particularly in
their own company’s stock, can be an arduous task.
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MANNING POSITIONS
By David Welling
Transforming the war for talent from an uphill battle to a golden opportunity.
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STILL THE ONE
By Joel Bruckenstein
MoneyGuidePro’s Generation 2 is as groundbreaking as the original version.
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FORECLOSURE GAME
By Gail Liberman
There may be some opportunities for your savvy clients in home foreclosures, but you need to advise them on how to play.
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RUNNING WITH SCISSORS
By Michael C. Keenan
Fiduciaries overlook the returns of terminated asset managers. |
TENTH TIME AROUND
By Alan Lavine
Advisors share the investment research tools that they turn to again and again. |
WHERE THEY STAND
Financial Advisor Magazine
A look at separately managed account performance. |
SEEKING SOLID GROUND
By Marla Brill
Goldman Sachs portfolio manager Eileen Rominger believes the stock market won’t turn around until financials do. |
REDUCING GUESSWORK
By Karen DeMasters
Community foundations can make it easier for advisors to help a client screen charities and achieve philanthropic goals. |
LAWS OF ATTRACTION
By Tracey Longo
Trust expertise is helping some advisors win high-net-worth clients. |
POLITICAL WINDS
By Kenneth P. Brier
Tax policy will likely change, no matter who takes the White House. |
MAKING TEMPLETON
Gregory Bresiger
Remarkable parents, an innate curiosity, a superb education and a strong mind provided the foundation. |
WHO’S RUNNING YOUR PRACTICE?
Wayne von Borstel
An advisor should refuse to discuss investments with clients until they
provide all the mundane but critical details that are the underpinning for proper planning. |
BONUS COPY: EQUITIES IN DISGUISE?
By Greg Miller
Many convertible bond mutual funds are more risky than they look at first glance. |
