Lisa Shidler

Lisa Shidler
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NEWS INDUSTRY NEWS OCT 10, 2010
Funded sports a hit with kids

As a child, William Sparks spent a lot of time alone at home while his single mother worked two jobs to make ends meet

NEWS INDUSTRY NEWS OCT 10, 2010
Winners honored in NYC

Adopting a homeless teenager may seem like a huge commitment, but Sean and Leigh Anne Tuohy, the inspiration for the best-selling book and motion picture “The Blind Side,” said they get too much credit

YOUR PRACTICE PRACTICE MANAGEMENT SEP 28, 2010
Tiger Woods' wife not the first to consider a mulligan on prenup

As Tiger Woods publicly acknowledged his “transgressions” last week, his wife was looking into changing the couple's prenuptial agreement in order to collect more of the pro golfer's millions, according to published reports.

As rents plunge, advisory firms snap up bigger, better digs
YOUR PRACTICE PRACTICE MANAGEMENT SEP 17, 2010
As rents plunge, advisory firms snap up bigger, better digs

For the first time in years, Judith Bedell and Mike Frazier got to call the shots when they negotiated a new lease for their advisory business in Walnut Creek, Calif.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 12, 2010
Looking at financial pros through mud-colored glasses

Having been burned by the market more than once, investors now seem to be twice as shy about handing over their hard-earned money to a new financial adviser.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 08, 2010
No profit in talking politics with clients

For many advisers, politics ranks right up there with sex and religion as a topic to avoid when talking with clients.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 08, 2010
Steps to increase the curb appeal of advisory firms

Just like some home sellers who resort to a fresh coat of paint to enhance their home's “curb appeal,” financial advisers can take steps to help their practices sell faster and for a higher price.

YOUR PRACTICE PRACTICE MANAGEMENT SEP 01, 2010
Study: Drop-ins not welcome

When it comes to dealing with wholesalers, financial advisers prefer phone or online conversations over face-to-face meetings.

The perfect number of clients? Survey offers an answer
YOUR PRACTICE PRACTICE MANAGEMENT AUG 24, 2010
The perfect number of clients? Survey offers an answer

For advisers, having too few clients can be a dire situation. On the other hand, having too many clients comes with its own traps, snares and pitfalls.

YOUR PRACTICE PRACTICE MANAGEMENT AUG 20, 2010
Succession planning: Why your solution could be in the next cubicle

The soft market for advisory businesses is revealing an old verity: A founder's best successor is often a junior adviser who has been elevated to partner.