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PRACTICE MANAGEMENT MAY 13, 2012
Selling to junior partners is not a piece of cake

PRACTICE MANAGEMENT MAY 13, 2012
Financial elder-abuse rampant

RIAS MAY 13, 2012
Advisers disagree with Kitces' take

PRACTICE MANAGEMENT MAY 13, 2012
Tuttle's successor at FPA will face challenges

FINTECH MAY 13, 2012
Personal Capital launches iPhone app

BROKER DEALERS MAY 11, 2012
LPL on a recruiting roll - but the price is rising

BROKER DEALERS MAY 11, 2012
Wirehouses luring talent at indie B-Ds

Desperate to reel in star brokers, the wirehouses are fishing more than ever in the unlikely and foreign waters of independent-contractor broker-dealers to hook their top representatives

Do you know your client's personality type?
PRACTICE MANAGEMENT MAY 10, 2012
Do you know your client's personality type?

Advice on how to adapt your communications style to your client's needs

PRACTICE MANAGEMENT MAY 10, 2012
Women & investing: Why many advisers are missing out

Some are calling it a revolution. Women now control $18.4 trillion in consumer spending, hold approximately 30% of global wealth and are the sole heads of 32% of U.S households.

PRACTICE MANAGEMENT MAY 09, 2012
Grads have education but lack street smarts, advisers say

RIAS MAY 09, 2012
Talking Points: How firms manage their staff

PRACTICE MANAGEMENT MAY 09, 2012
Staffing evolution of a firm: The key is leverage

In my consulting work, I am continually asked by firm principals about hiring strategies. Questions such as: “Should I make my next hire before I reach capacity, or after? Should I hire an experienced adviser with a book of clients, or invest in a junior person that I can train in our way of doing things?”

PRACTICE MANAGEMENT MAY 09, 2012
Don't treat wives like they're invisible

PRACTICE MANAGEMENT MAY 09, 2012
How does an adviser win a female client's trust?

To win trust, presume nothing - and listen closely.

PRACTICE MANAGEMENT MAY 09, 2012
How to know when hiring makes sense

PRACTICE MANAGEMENT MAY 09, 2012
Talking Points: How firms decide their compensation

Representatives from three advisory firms sat down during a recent webcast to discuss how their compensation plans have been developed, and how they are evolving.

RIAS MAY 09, 2012
Your most valuable asset? Your people

Every firm should have a well-documented compensation plan, which covers a lot more than just how much you pay people.

RIAS MAY 09, 2012
Secret to success for advisers? Get an easy chair

Forget the C-suite power-play look. Advisers are finding that more casual office environments can make client meetings more comfortable and productive.

FINTECH MAY 09, 2012
The 15 financial advisers all advisers should follow on Twitter

Last week, we posted the <a href=http://www.investmentnews.com/article/20120313/BLOG03/120319970>top 20 feeds for financial advisers to follow on Twitter</a>, courtesy of Fushion Analytics' Josh Brown, a.k.a. <a href=http://www.investmentnews.com/article/20120313/BLOG03/120319970>The Reformed Broker.</a>

FINTECH MAY 08, 2012
Personal Capital launches iPhone app