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Financial Planning May 1, 2008 John J. Bowen |
The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors.  |
Financial Planning March 1, 2008 John J Bowen |
Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.  |
Financial Planning June 1, 2009 John J. Bowen Jr. |
Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations.  |
Financial Planning September 1, 2006 John J. Bowen |
Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.  |
Financial Advisor May 2005 David J. Drucker |
Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying?  |
Investment Advisor July 2010 Ray Sclafani |
The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.  |
Financial Planning April 1, 2013 John J. Bowen, Jr. |
5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.  |
Financial Planning November 1, 2009 John J. Bowen Jr. |
Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.  |
Financial Planning May 1, 2005 Vincent A. Schiavi |
Trust for Sale When financial planners and CPAs work together, the client doesn't always win.  |
Registered Rep. March 1, 2005 Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.  |
Financial Advisor September 2008 Rebecca Pomering |
Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous.  |
Financial Planning April 1, 2008 John J Bowen |
Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients.  |
Wall Street & Technology November 27, 2007 Melanie Rodier |
For Wealth Managers, Specialization Trumps Generalization Wealth managers who use a consultative approach and foster close relationships control twice the level of client assets and command three times the annual income of more-traditional financial advisers, according to a study.  |
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.  |
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.  |
Registered Rep. October 17, 2012 Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult.  |
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.  |
Financial Advisor February 2005 Grove & Prince |
Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.  |
Registered Rep. May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model.  |
Financial Advisor July 2006 Grove & Prince |
Accountants As Wealth Managers Accountants offering wealth management can be double-edged swords -- simultaneously delivering tremendous opportunities and thorny challenges to the firms and professionals they work with each and every day.  |
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.  |
Financial Advisor April 2005 Grove & Prince |
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.  |
Registered Rep. October 29, 2015 Matt Oechsli |
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts.  |
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.  |
Financial Planning February 1, 2008 John J. Bowen Jr. |
The Wow Factor Never underestimate the role that client service plays in your advisory business.  |
Financial Planning July 1, 2008 John J Bowen |
Can We Talk? Reaching out to clients and communicating with them during periods of intense market volatility is an absolutely essential-and effective-way to differentiate yourself from other advisors and win the loyalty of your clients.  |
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.  |
Registered Rep. March 31, 2015 Matt Oechsli |
Upping the Referral Game How do elite financial advisors develop effective referral alliances?  |
Financial Advisor January 2004 Grove & Prince |
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client  |
Investment Advisor June 2007 Steven T. Merkel |
Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?  |
Financial Advisor April 2004 Grove & Prince |
Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service.  |
Financial Advisor March 2005 Grove & Prince |
Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.  |
Financial Advisor March 2004 Grove & Prince |
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.  |
Registered Rep. June 16, 2014 Mindy Diamond |
When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had.  |
Financial Advisor February 2004 Grove & Prince |
Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.  |
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.  |
Financial Planning April 1, 2006 Ryan Duey |
The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.  |
Investment Advisor October 2006 Susan L. Hirshman |
Eureka! Acquiring Affluent Clients Through CPAs: Unearthing wealth management opportunities in your financial advisory client's tax return.  |
Financial Planning February 1, 2005 Paramjit Mahli |
Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand.  |
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 Advisor June 2005 David J. Drucker |
The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right?  |
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.  |
Financial Planning November 1, 2010 John J. Bowen, Jr. |
Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward.  |
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.  |
Financial Advisor January 2006 Grove & Prince |
Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.  |
Financial Planning March 1, 2006 Marshall Eckblad |
Bookshelf: Making Referral Relationships Pay Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs by Thomas Grady details the more durable strategic alliances between financial planners and CPAs.  |
Financial Planning April 1, 2012 Stephanie Bogan |
The Rule of Influentuals A new survey shows that advisors are not proactive when it comes to drumming up clients, which means there's a wealth of untapped opportunity out there.  |
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.  |
Financial Advisor July 2005 Raymond Fazzi |
Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.  |
Investment Advisor August 2005 Melanie Waddell |
The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them?  |