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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$.   |
Investment Advisor
August 2010
Olivia Mellan |
Where Direction$ Is Headed Trailblazers Peg Downey, Eleanor Blayney, and Elizabeth Jetton want to change the atmosphere and conversation to "get women into the room" for financial planning. Through their new venture, Direction$, these activities are in the works. |
Financial Advisor
August 2008
Tracey Longo |
The Emerging Profile Of Women Investors If you run an analysis on your own client base to see how many women investors you have, you may be surprised at their numbers and their might. |
Investment Advisor
August 2010
Olivia Mellan |
Four Things Advisors Should Know About Women How women react to financial challenges and risks |
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. |
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. |
Financial Advisor
August 2009
Karen DeMasters |
The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney. |
On Wall Street
February 1, 2012
Denise Federer |
The Couples Conundrum Research indicates that a majority of male investors would prefer their spouse have a more involved role in money decisions. |
Investment Advisor
August 2010
Olivia Mellan |
Peg Downey Peg Downey's primary marketing strategy has been to make hundreds of presentations to women's groups and her writings on women and finances. She served on NAPFA's Board from 1989-93 and was Chair of NAPFA in 1992-93. |
Financial Advisor
July 2012
Eleanor Blayney |
Money Talks, So Do Women Female clients have a lot to say about what they want from advisors. |
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. |
Investment Advisor
November 2006
Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. |
Financial Advisor
April 2007
Marla Brill |
The Couples Dynamic A new study reveals why financial advisors sometimes feel like marriage counselors. |
Financial Advisor
November 2010
Joni Youngwirth |
Out Of Balance Should our industry take proactive steps to increase its number of women? |
Investment Advisor
March 2010
Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers. |
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 |
Investment Advisor
September 2006
Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. |
On Wall Street
November 1, 2010
Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. |
Financial Planning
October 1, 2012
John J. Bowen, Jr. |
Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success. |
Investment Advisor
May 2006 |
Making the Future Happen The 25 most influential people in and around the investment advisory profession: Ron Roge... Dick Averitt... Tony Batman... Ben Bernanke... etc. |
Investment Advisor
March 2008
Maya Ivanova |
The Right Match To meet the needs of aging clients, advisors need to be educated and responsive. |
Financial Advisor
October 2012
Jeff Schlegel |
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth. |
Investment Advisor
April 2010
Lewis Schiff |
The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients. |
Financial Planning
June 1, 2010
Marion Asnes |
Bookshelf Women's Worth: Finding Your Financial Confidence is a carefully considered, deeply researched guide by a financial planning luminary who has just founded a new practice called Directions for Women. |
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. |
Financial Advisor
June 2004
Tracey Longo |
Winning Women Clients According to leading financial advisors and trainers across the country, it takes advisors longer to prospect and cultivate women. Here's what you need to know to build a good roster of women investors. |
Financial Planning
June 1, 2010
Bob Veres |
Wheel of Competence When looking to transition to retirement, advisors should reach for the skills they have accumulated over time-for working with both clients and staff. |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
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. |
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. |
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. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Financial Advisor
June 2011
Bruce W. Fraser |
Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it. |
Financial Advisor
September 2005
Bill Bachrach |
Six Do's And Six Don'ts Of A Successful Practice Most financial advisors say they want to build a business that generates a sizable income and lets them live the life they want. Yet few advisors consistently do what it takes to create that kind of business. |
Financial Advisor
May 2006
Rebecca Pomering |
Selling To A Financial Or Strategic Buyer Here's what financial advisors need to consider before selling out to a bank, roll-up firm or other strategic or financial acquirer. |
Registered Rep.
November 25, 2009
Philip Palaveev |
The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners. |
Financial Planning
September 1, 2007
Ray Sclafani |
The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan. |
Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. |
Investment Advisor
March 2008
Angela Herbers |
Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door. |
Investment Advisor
April 1, 2011
Steve Luckenbach |
The Path to Authentic Client Service Advisors must 'serve,' not 'sell' in order to regain investors' trust and elevate their perceptions of the financial services industry |
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. |
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. |
Investment Advisor
October 2008
Kodialam & Adolf |
Gold Medal You can deliver exceptional service throughout the client lifecycle. |
Financial Advisor
March 2008
David J. Drucker |
Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely. |
Financial Planning
October 1, 2010
Bob Veres |
What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation. |
On Wall Street
June 1, 2011 |
The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more. |
Investment Advisor
July 2008
Angela Herbers |
Learning to Listen Like many of their clients, it usually takes a few hard knocks for financial advisors to take advice |
Investment Advisor
June 2009
Lewis Schiff |
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
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. |
