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Financial Planning
June 1, 2008
Stacy Schultz
More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors. mark for My Articles similar articles
Financial Advisor
July 2012
Eleanor Blayney
Money Talks, So Do Women Female clients have a lot to say about what they want from advisors. mark for My Articles similar articles
Registered Rep.
February 1, 2012
Kristen French
Talk to Her: How to Keep Women Clients Nearly one-half of every financial advisor's book is controlled by women, but unless advisors learn the nuances of communicating with these clients, they could disappear at the drop of a hat. mark for My Articles similar articles
Registered Rep.
November 6, 2012
Kathleen Burns Kingsbury
Darlin', Don't Worry Your Pretty Little Head About It The top five mistakes advisors make working with women in couples. mark for My Articles similar articles
Registered Rep.
November 5, 2012
Matt Oechsli
Speaking the Same Language For affluent women, communication with their financial advisor is key. Here's how to speak the same language. mark for My Articles similar articles
Financial Advisor
February 2012
Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins. mark for My Articles similar articles
Investment Advisor
August 2010
Melanie Waddell
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas. mark for My Articles similar articles
Registered Rep.
August 28, 2013
Carina S. Diamond
We Need More Female Advisors When it comes to attracting women to our ranks, the industry still has a long way to go mark for My Articles similar articles
Registered Rep.
March 11, 2011
Diana Britton
MetLife, Other Insurers, Renew Focus On Women MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market. mark for My Articles similar articles
Registered Rep.
September 30, 2009
David A. Geracioti
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. mark for My Articles similar articles
Registered Rep.
May 24, 2013
Sallie Krawcheck
Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry. mark for My Articles similar articles
Investment Advisor
September 2010
James J. Green
Talk to Me: A Guide to Advising Women and Couples Susan Hirshman's new book, Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success, can help women be more successful in their planning, but it can also teach advisors plenty on how to communicate better with women and couples. mark for My Articles similar articles
Registered Rep.
March 29, 2011
Diana Britton
President of FSC Resigns Suddenly Mark Schlafly, president and CEO of FSC Securities, has suddenly resigned from his position at the AIG Advisor Group broker-dealer because of a family medical emergency. mark for My Articles similar articles
Registered Rep.
December 13, 2011
Charles Paikert
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring. mark for My Articles similar articles
Financial Advisor
June 2007
Sherri Scordo
Indepedent Broker-Dealers/Financial Advisor's 2007 Snapshot of Leading Firms Advantage Capital Corporation... AIG Financial Advisors... American General Securities, Inc... etc. mark for My Articles similar articles
Investment Advisor
April 2010
Bob Clark
Clark at Large: Venus Rising Financial advisor Eleanor Blayney has compiled her experience and wisdom on approaching personal finance from a woman's perspective into a book titled Women's Worth: Finding Your Financial Confidence due out in May, published by Direction$. mark for My Articles similar articles
Financial Planning
October 30, 2006
Elizabeth O'Brien
Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning. mark for My Articles similar articles
The Motley Fool
October 30, 2006
Dan Caplinger
Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals. 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, 2012
Ann Marsh
Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices. mark for My Articles similar articles
Financial Advisor
November 2010
Joni Youngwirth
Out Of Balance Should our industry take proactive steps to increase its number of women? mark for My Articles similar articles
Registered Rep.
January 1, 2003
Grove & Prince
Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact. mark for My Articles similar articles
Financial Advisor
September 2008
Tracey Longo
Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients. mark for My Articles similar articles
Financial Advisor
April 2007
Marla Brill
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. mark for My Articles similar articles
Registered Rep.
September 20, 2011
Boswell & Nichols
Network Builders for New Advisors Social networks are big business for financial advisors. Your marketing efforts depend on the number and quality of connections you develop. mark for My Articles similar articles
Registered Rep.
August 25, 2010
Jerry Gleeson
Women Investors Want More From Advisors, Report Finds A new survey by Boston Consulting Group that addressed the global wealth of women found a common complaint -- although women's cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men. mark for My Articles similar articles
On Wall Street
April 1, 2013
Lorie Konish
Five Questions with Matt Matrisian The director of practice management at Genworth Financial offers advisors tips on avoiding common blind spots. mark for My Articles similar articles
Financial Advisor
June 2007
Sherri Scordo
Financial Advisor's 2007 Broker-Dealer Guide Top independent broker-dealers ranked by gross revenue: LPL... AIG Advisors Group... ING Advisors Network... etc. mark for My Articles similar articles
Registered Rep.
March 22, 2013
Matt Oechsli
What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor. mark for My Articles similar articles
Financial Planning
November 1, 2009
Donna Mitchell
4 Questions with Michael J. Silverstein The author of Women Want More examines the spending categories of women and particularly emphasizes how unhappy women are with financial services, healthcare and consumer durables. mark for My Articles similar articles
Financial Advisor
October 2005
Chris Radford
Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success. mark for My Articles similar articles
Financial Advisor
September 2010
Caren Chesler
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? mark for My Articles similar articles
Financial Advisor
April 2007
William Glasgall
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Grove & Prince
Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors. mark for My Articles similar articles
Registered Rep.
November 1, 2007
Erik Kolb
Recruits In The Driver's Seat Recruiting in the independent broker/dealer business has reached a fever pitch. Firms have responded with recruiting incentives such as deferred compensation, transition financing, practice-management help, and sign-on bonuses. mark for My Articles similar articles
Financial Planning
October 1, 2010
Susan Bradley
Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet. mark for My Articles similar articles
Financial Advisor
March 2012
Joni Youngwirth
When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action. mark for My Articles similar articles
Investment Advisor
October 2005
Melanie Waddell
The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list. mark for My Articles similar articles
Financial Planning
September 1, 2007
Elizabeth O'Brien
Advisor Pulse Advisor, advise thyself! A recent survey finds that most advisors did not understand the market value of their business or have a succession plan. mark for My Articles similar articles
Investment Advisor
October 2007
Kara P. Stapleton
News & Products, October 2007 FINRA fines AXA Advisors for "failing to adequately supervise its fee-based brokerage business"... AIG announces organizational changes... Commonwealth Financial Network provides advisors with Estate Planning Blueprint... etc. mark for My Articles similar articles
Registered Rep.
October 1, 2005
Mindy Diamond
What Size Pond? It is important for advisors to find a firm that is a good fit for their particular goals. In many cases, small firms work well. For advisors looking to expand their books aggressively, larger firms are often -- but not always -- a good option. mark for My Articles similar articles
Registered Rep.
April 20, 2010
Kristen French
Merrill Won't Seek Growth Through Top Tier Advisor Hires Merrill Lynch plans to grow primarily by investing in current advisors and hiring rookies, said Merrill Lynch president of Global Wealth and Investment Management Sallie Krawcheck on Tuesday. mark for My Articles similar articles
Financial Advisor
August 2012
Eleanor Blayney
Playing By The Rules Advisors need to make important changes in how they communicate with and advise women. mark for My Articles similar articles
On Wall Street
August 1, 2011
Carri Degenhardt-Burke
Be Creative About Finding Top Women Advisors There's no mystery on how to attract quality female advisors in the financial industry. mark for My Articles similar articles
Registered Rep.
October 1, 2012
Matt Oechsli
Don't Sell Yourself Short Many advisors are going about selling their value all wrong. The old elevator speech may need some rejiggering. mark for My Articles similar articles
Investment Advisor
January 2007
Bob Clark
The Trust Threat Financial advisors need to rethink adding trust services to their offerings. mark for My Articles similar articles
Registered Rep.
February 5, 2013
Megan Leonhardt
Gen Y Advisors Unhappy with Independence At a time when the financial services industry is busy courting young advisors, a new study by Pershing shows that Generation Y wealth managers may be slightly more attracted to wirehouses than the independent space. 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
Financial Advisor
November 2003
Blomfield & Hamil
Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments. mark for My Articles similar articles
Investment Advisor
October 2008
Angela Herbers
One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms. mark for My Articles similar articles