MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Financial Planning
March 1, 2012
John J. Bowen, Jr.
Multiple Personality Syndrome The advisors who are most successful in finding, attracting and keeping affluent clients are those who get to know all different types and then build their service around specific subgroups. mark for My Articles similar articles
Financial Advisor
November 2005
Grove & Prince
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. 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 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
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
Registered Rep.
September 1, 2005
David A. Geracioti
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Grove & Prince
Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty. mark for My Articles similar articles
Financial Advisor
April 2006
Grove & Prince
More Secrets Of The Elite 1200 In this third part in a series examining the characteristics of financial advisors who earned a minimum of $1 million per year in each of the past three years, these advisors show how using a basic process helps to capture additional assets from clients. mark for My Articles similar articles
Investment Advisor
April 2009
Lewis Schiff
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times. mark for My Articles similar articles
Investment Advisor
March 2010
Lewis Schiff
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. 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
July 1, 2007
John J. Bowen
Deep Listening Research shows that financial advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions. mark for My Articles similar articles
Registered Rep.
December 18, 2014
Matt Oechsli
The Year of Financial Advisor Transformation For advisors to capture more affluent business and demonstrate their value beyond performance, they'll have to transform their business. mark for My Articles similar articles
Financial Advisor
August 2006
Hannah Shaw Grove
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. mark for My Articles similar articles
Financial Planning
May 1, 2012
John J. Bowen, Jr.
Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace. 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
Bank Technology News
September 2002
Elizabeth Logue
Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers. mark for My Articles similar articles
Registered Rep.
July 21, 2006
Kristen French
Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning. mark for My Articles similar articles
Financial Advisor
September 2006
Grove & Prince
Jet Owners Provide Insight On Wealthy For financial advisors, learning how -- and why -- wealthy clients spend money is a key element in building your relationship. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Matt Oechsli
A Recipe for Failure Somewhere, somehow, some high-net-worth advisors are making serious, but easily remedied, missteps. Are you one of them? mark for My Articles similar articles
Financial Advisor
June 2008
Grove & Prince
Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through. mark for My Articles similar articles
Registered Rep.
October 10, 2014
Megan Leonhardt
Half of HNW NextGen Investors Keep Parents' Advisors About half of high-net-worth millennials are likely to keep their family's financial advisor when they inherit. 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
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 Planning
June 1, 2013
John J. Bowen, Jr.
How to Talk to Clients About Market Drops Make sure you have a plan to reassure clients and keep them on track the next time the markets tumble. mark for My Articles similar articles
Financial Planning
October 1, 2006
John J. Bowen
Outsource It! As a financial advisor, if you want to focus on wealth management, consider outsourcing everything else to a turnkey asset management provider. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Russ Alan Prince
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. mark for My Articles similar articles
Financial Planning
March 1, 2011
John J. Bowen, Jr.
Rediscovering Your Clients Think you know your clients inside and out? Chances are, you don't, and the gap between what you think your clients care about and what is actually on their minds could be costing you plenty. mark for My Articles similar articles
Registered Rep.
March 1, 2013
Matt Oechsli
Are You an Elite Advisor? The Oechsli Institute recently conducted its annual advisor survey to discover just that. The research shows what today's affluent clients expect from a financial advisor and what advisors are doing to meet these expectations. mark for My Articles similar articles
Financial Advisor
February 2006
Grove & Prince
Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors. mark for My Articles similar articles
Registered Rep.
July 23, 2003
Nigel Goodman
Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients. mark for My Articles similar articles
Registered Rep.
May 25, 2005
John Churchill
Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004. mark for My Articles similar articles
Registered Rep.
March 28, 2013
Lauren Barack
Drive-Through Advice The mass affluent aren't worth a planner's time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors. mark for My Articles similar articles
Investment Advisor
May 2008
Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb. mark for My Articles similar articles
Registered Rep.
November 1, 2010
Vic Preisser
The Children of the Wealthy Fire Their Parents' Advisors -- Most of the Time That means to grow your advisory business, financial advisors have to go out and find/recruit a replacement for the estate that just left, and then go out and try to find other affluent investors. mark for My Articles similar articles
Registered Rep.
May 12, 2011
Matt Oechsli
7 Key Attributes of Top Assistants The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Here are the findings. mark for My Articles similar articles
Registered Rep.
July 9, 2003
Nigel Goodman
The "Potential" Play in the HNW Game The pursuit of high-net-worth clients is a tough road. An increasing number of financial advisors are trying to land well-to-do clients before they attain high-net-worth status. mark for My Articles similar articles
Investment Advisor
February 2010
Lewis Schiff
The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques. mark for My Articles similar articles
Financial Advisor
November 2003
Grove & Prince
Products America's Senior Executives Use And Want The wealthier they are, the more they want financial products designed for them. 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
December 1, 2011
John J. Bowen, Jr.
Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond. 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
Financial Planning
March 1, 2013
John J. Bowen, Jr.
For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management. mark for My Articles similar articles
Registered Rep.
January 1, 2005
Shaw Grove & Alan Prince
Does Branding Still Matter? Are today's high-net-worth clients attracted or, at best, ambivalent, to big name financial services firms? mark for My Articles similar articles
Registered Rep.
April 1, 2005
Matt Oechsli
Appearances Matter Wealthy clients weigh a lot of factors when choosing a financial advisor --- cost of services is one of them, but it is far from the most important. mark for My Articles similar articles
Registered Rep.
May 5, 2011
Matt Oechsli
Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation. mark for My Articles similar articles
On Wall Street
November 1, 2009
Parisi & Leung
Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs. mark for My Articles similar articles
Financial Planning
January 1, 2009
John J Bowen Jr
Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever. mark for My Articles similar articles
Registered Rep.
January 29, 2015
Matt Oechsli
The Elite Financial Advisor of 2015 Most advisors would love to call themselves "elite," placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. What exactly does this exclusive group look like? mark for My Articles similar articles
Financial Planning
January 5, 2008
John J. Bowen Jr.
Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community. mark for My Articles similar articles