| Similar Articles |
 |
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.  |
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.  |
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.  |
Registered Rep. April 21, 2014 Anne Field |
How to Find a Niche What is the most efficient niche strategy?  |
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.  |
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 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.  |
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?  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Entrepreneur August 2005 Laura Koss-Feder |
Scratch a Niche Targeting a narrow customer base with a niche business could be your key to success.  |
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.  |
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 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?  |
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."  |
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?  |
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.  |
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.  |
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...  |
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.  |
Bank Systems & Technology May 6, 2004 Peggy Bresnick Kendler |
Wealth Management Affluent investors typically overlook banks as a source for personal financial advice.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |