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Financial Planning
February 1, 2006
John J. Bowen
One of a Kind As investment advice becomes a commodity, it's getting harder for financial planners to differentiate themselves. Here's how to do it. mark for My Articles similar articles
Financial Planning
June 1, 2006
John J. Bowen
The 30-Day Plan Here are three steps you can take right now to jumpstart your financial advisory business. mark for My Articles similar articles
Financial Planning
July 1, 2012
John J. Bowen, Jr.
From Hunter to Farmer Hunting for new investors every day doesn't work well anymore, certainly not with highly desirable affluent prospects. Now, people don't want to be beaten over the head or be sold to. mark for My Articles similar articles
Registered Rep.
April 21, 2014
Anne Field
How to Find a Niche What is the most efficient niche strategy? mark for My Articles similar articles
Financial Planning
April 1, 2011
John J. Bowen, Jr.
Listen Up! Want to build great long-term relationships with clients, professional partners and centers of influence in your market niche? Here's a secret: Do a lot less talking and lot more listening. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2006
John J. Bowen
Just Ask! Capturing more of your clients' assets is one of the most effective ways to grow your financial planning practice. Here's how to do it. mark for My Articles similar articles
Financial Planning
May 1, 2006
Barr & May
Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game? mark for My Articles similar articles
Financial Planning
December 1, 2005
John J. Bowen
Six C's of Client Loyalty As a financial planner, by demonstrating your character, chemistry, care and competence, and doing business within a cost-effective, consultative framework, you'll build serious client loyalty-and reap its rewards. mark for My Articles similar articles
Financial Planning
November 1, 2005
John Bowen
Small Steps, Big Results Financial advisers don't have to make sweeping changes in their businesses to alleviate some of their most pressing concerns, like: finding new wealthy clients... fighting for clients... growing assets... etc. mark for My Articles similar articles
Inc.
August 2004
Norm Brodsky
Street Smarts: The Myths About Niches First you find a good market niche. Then you get ready for it to change and keep changing. Right? mark for My Articles similar articles
Financial Planning
November 1, 2006
John J. Bowen
Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before. mark for My Articles similar articles
Financial Planning
June 1, 2010
John J. Bowen, Jr.
The Perfect Profile Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions. mark for My Articles similar articles
Financial Planning
May 1, 2006
John J. Bowen
Where the Clients Are For financial planners, client referrals are the chief source of qualified prospects, right? Maybe not, according to the latest research. mark for My Articles similar articles
Financial Planning
May 1, 2011
John J. Bowen, Jr.
Going Private Private client events can have a sizable impact on the success of your practice-helping you build credibility with existing clients and attract new business. Yet many advisors overlook these events or conduct them poorly. mark for My Articles similar articles
Financial Planning
May 1, 2007
John J. Bowen
Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market. mark for My Articles similar articles
Financial Planning
December 1, 2010
John J. Bowen, Jr.
Team Player Many advisors have asked me for more specifics about expert teams-what they should look like and how best to build them. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
August 7, 2012
Anne Field
Nailing Your Niche Focusing on a niche market is often considered the road to success for advisors, but even the most promising niches don't always pan out. You may need to make a switch. mark for My Articles similar articles
Financial Planning
October 1, 2009
John J. Bowen Jr.
Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories. mark for My Articles similar articles
Entrepreneur
August 2005
Laura Koss-Feder
Scratch a Niche Targeting a narrow customer base with a niche business could be your key to success. mark for My Articles similar articles
Financial Planning
September 1, 2009
John J. Bowen Jr.
Get Centered One of the smartest moves you can make right now is to pursue a target market of investors whom you are ideally suited to serve. Conducting interviews with centers of influence should play a major role in your efforts. mark for My Articles similar articles
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). mark for My Articles similar articles
Financial Planning
April 1, 2005
John J. Bowen
Driven by Vision Affluent investors want to work with financial advisers, and the ones who are delivering real value to their clients are starting to make good net incomes again. Do you have a mental picture of what your financial planning business will look like five years down the road? mark for My Articles similar articles
Financial Planning
April 1, 2006
Laurie Lennox
Know Your Team To be successful in the high-net-worth market, financial advisers must know their limitations and establish alliances with a network of qualified professionals to address client needs outside the expertise or abilities of the "quarterback." mark for My Articles similar articles
Financial Planning
January 1, 2005
John J. Bowen
Sweat Equity Are you creating real value in your financial advisory business, or is it merely a job that few others are interested in buying? mark for My Articles similar articles
Financial Planning
March 1, 2010
John J. Bowen, Jr.
Group Therapy Thanks to some positive developments in the markets and economy, advisors have been able to move away from defensive activities and focus on offensive maneuvers designed to win new business and build their practices. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Technology News
February 2002
Karen Epper Hoffman
Planning for New Opportunities With a healthy boost from software and online delivery, financial planning services quickly may become the most hotly contested battleground for banks, brokerages and other companies to vie for consumers... mark for My Articles similar articles
Search Engine Watch
July 8, 2009
Carrie Hill
Are 5 Sites Better than One? What's better, having one big site covering five niche topics, or five niche sites that somewhat compete against each other? Having multiple sites is not a bad thing, if you've set them up correctly. mark for My Articles similar articles
Bank Systems & Technology
May 6, 2004
Peggy Bresnick Kendler
Wealth Management Affluent investors typically overlook banks as a source for personal financial advice. mark for My Articles similar articles
Financial Planning
October 1, 2005
Kathy Gevlin
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years. mark for My Articles similar articles
Financial Planning
May 1, 2005
John J. Bowen
A Captive Audience Despite their often-spotty track record, financial advisers shouldn't give up on seminars as a valuable prospecting tool. mark for My Articles similar articles
Financial Planning
May 1, 2006
Chris Blunt
Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 2, 2007
John J. Bowen
Lucky Nines As a financial advisor, which of the nine high-net-worth personality types do you want to pursue? mark for My Articles similar articles
Registered Rep.
November 1, 2005
Matt Oechsli
Successful Prospecting Habits Current research clearly states that affluent Americans are searching for a trusted "go-to" financial coordinator, but they do not know where to look or whom to trust. Here's what advisers can do to win these sought-after clients over. mark for My Articles similar articles
Financial Planning
September 1, 2013
John J. Bowen, Jr.
How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how. mark for My Articles similar articles
Investment Advisor
December 2005
Melanie Waddell
The Playing Field: Building a Niche Here's how a husband-and-wife independent financial advisory team are finding success focusing on women clients. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2005
Katherine Vessenes
Million-Dollar Method Ready for the big time? This quiz will show how you match up with your financial advisory peers. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Matt Oechsli
The Myth of Reluctance There are four important facts for advisors who struggle to get new client introductions from their current affluent clients. mark for My Articles similar articles
Financial Advisor
March 2012
Bernie Clark
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. mark for My Articles similar articles
Insurance & Technology
January 5, 2007
Anthony O'Donnell
Markel Gets the Right Stuff David Egbert brings experience in decentralized IT environments to niche P&C player Markel Corp. mark for My Articles similar articles
HBS Working Knowledge
August 23, 2004
Iansiti & Levien
Strategy for Small Fish Microsoft, Wal-Mart, and eBay provide ecosystems in which other companies thrive or fail. But what are effective strategies for a small fish in a big pond? An excerpt from The Keystone Advantage by Harvard professor Marco Iansiti and Roy Levien. mark for My Articles similar articles
Financial Planning
June 1, 2007
John J. Bowen
Living Dangerously In today's hazardous world, affluent clients are looking to financial advisors for help in protecting more than their financial assets. mark for My Articles similar articles
Financial Planning
December 1, 2005
Len Reinhart
Making Changes To implement a living investment plan for retiring clients, you'll need to broaden your focus and rethink your technology. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Matt Oechsli
At Play on the Fields of the Rich For reps selling to the affluent, it is important to find out where affluent people gather and then meet them face to face. mark for My Articles similar articles
Registered Rep.
August 27, 2014
Matt Oechsli
Seven Phrases Advisors Should Never Use Nobody likes to be sold to, especially today's affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors. mark for My Articles similar articles
Financial Planning
August 1, 2006
Joel Bruckenstein
An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market. mark for My Articles similar articles