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Registered Rep. July 6, 2012 Lauren Barack	Lights, Camera, Action: YouTube Made Them Video Stars Financial advisors are tuning up their video skills and using YouTube to build branding, net clients and sell newsletters.
Financial Planning May 1, 2012 Samantha Allen	The Producers While the number of advisors who use online video is small, those who do are getting more sophisticated in their approach. They're also seeing benefits for their practices.
Registered Rep. July 2, 2015 Matt Oechsli	The On-Screen Advisor Even if you aren't allowed to create videos today, you need to be at the front end of this trend. You can do this by becoming comfortable in front of the camera.
Registered Rep. April 10, 2012 Lauren Barack	Q&A: Using Videos to Go Viral The founder of Financially Wise Women talks about how she comes up with her ideas, and why she thinks everyone should start shooting their own personal flicks.
Financial Planning February 1, 2013	Women Advisors Forum: Smartest Practice Tips Women Advisors Forum: Smart Practice Tips. Get great advice and networking opportunities, too.
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 August 2006 Susan L. Hirshman	The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
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.
Registered Rep. June 27, 2011 Diana Britton	Advisors Use More Visual Tools With Clients Appealing to the visual, emotional part of clients' brains can help clients better understand concepts surrounding money and better engage with their advisors.
InternetNews December 3, 2007 Kenneth Corbin	YouTube Rules Online Video A new study finds Google's sites are serving up more than six times the number of online videos as its closest competitor.
Investment Advisor August 2005	The Gurus Speak What's the biggest challenge for independent financial advisors? 15 marketing experts weigh-in: Talk About Your Journey... Have a Clear Plan... Specify Goals... etc.
CRM April 2012 Judith Aquino	Digital Media: How to Make Your Content Pop Online videos are drawing more eyeballs than ever before. Here's what marketers need to know.
CRM April 2012	Video Won't Kill the CRM Star If you haven't considered creating videos for your organization's Web site, you probably should, as there are very compelling reasons to invest in them.
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.
Registered Rep. March 2, 2010	Check Out RegisteredRep.com's Newly Revamped Advisor Forums Want to "socialize" with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums.
Registered Rep. March 3, 2010 Kristen French	New Social Networking Site Targets FAs LinkedFA is a new website is trying to cash in on the social networking craze and resolve some of the thorny regulatory questions that social networking sites raise for financial advisors.
On Wall Street November 1, 2008 Matthew Leung	Keeping Current Is Critical in Challenging Markets Clients' needs rule the day, so take advantage of existing educational sources, even in disparate areas of your work life.
On Wall Street January 1, 2011 Mike Byrnes	Pulling Out All Stops Since 2008, the financial services industry has taken a beating-not just in assets under management and performance, but in reputation, as well.
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 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 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.
Investment Advisor August 2007 Robert F. Keane	Speaking Out Don't be shy about marketing yourself. You have a story to tell. The reality is that most financial advisors think marketing is a dirty word, but properly promoting yourself can bring you more of the types of clients that you want.
InternetNews December 9, 2010	Now Showing: Longer YouTube Videos You Tube has lifted the 15-minute limit on uploads. The longer videos are a mixed blessing for IT.
Financial Advisor April 2004 Sydney LeBlanc	What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be?
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.
InternetNews July 26, 2007 Stuart J. Johnston	Web Video Viewing Catching On Report finds that more than half of online adults have watched Web videos.
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.
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.
CRM February 2013 Judith Aquino	Product Placement Goes Interactive Shoppable videos enable users to buy products shown in films.
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
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.
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.
Inc. October 2007 Leah Hoffmann	How to Be a Broadcaster It's getting easier to produce and broadcast videos for business use. Here are a few services that can help you navigate the brave new world of business video.
Financial Planning January 1, 2013 Bill Winterberg	Asset Management: 8 Great iPad Apps New tools help advisors research investments and follow economic news. Here are a few top picks.
On Wall Street July 1, 2009 Doug Dannemiller	Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers.
Financial Planning April 1, 2013	Women Advisors Forum: Learn From the Best Next month's New York gathering offers sessions on divorce planning, career development, digital marketing and more.
CRM January 2013 Judith Aquino	Adding Eyeballs with Video Sports Unlimited gets an SEO boost and increases sales with help from Treepodia, a digital production agency that specializes in e-commerce videos.
Financial Planning April 1, 2012 Ann Marsh	Women Advisors Forum/New York: Power Networking If New York can't be in your travels this month, remember that Women Advisors Forums are set for May 22 at the Marriott Dallas City Center and June 12 at the InterContinental Chicago.
InternetNews December 18, 2009	YouTube Gets More Social With Facebook First the video sharing site released the top videos of 2009 and now it's offering tighter integration with Facebook.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
CRM December 2009 Jessica Tsai	Video Is More Than Viral Can you truly connect with customers through video?
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 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.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
InternetNews April 9, 2008	Now Showing: Short-Form Video on Flickr Flickr, Yahoo's popular photo-sharing site, announced yesterday that subscribing users will be able to upload and share short-form video content.
BusinessWeek December 3, 2007 Catherine Holahan	Amateur Hour Is Over Forget user-generated videos. Advertisers want to see some slick glitz and tinsel.
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
Financial Advisor June 2007 Raymond Fazzi	Follow The Money Broker-dealers sum up the future of advisory services in two words: rich folks.
Registered Rep. August 24, 2011 Charles Paikert	Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business.