Win Over Employee Groups With 'Focus'

Allison, Dan
March 2011
Journal of Financial Planning;Mar/Apr2011 Practice Management, p22
Academic Journal
The article reports on the need for companies to encourage their employees to participate in focus groups to give their opinions, listen to their concerns and build quality relationships in the process in the U.S. It states that focus groups are effective in answering questions about being of value to an employer and employees. It notes that Fortune 500 companies use focus groups to meet the needs of their customers. It adds that after several years of working with financial planners, the author found that the exact same techniques that worked in the mental health industry work in the financial services industry.


Related Articles

  • Marketing Implementation: The Advisor's Role and the Importance of Delegation. Youngwirth, Joni // Investment Advisor;Mar2011, Vol. 31 Issue 3, p95 

    The author provides tips for financial advisors to effectively implement their marketing strategies in the U.S. He advises advisors to plan their marketing measures and identify their goals to effectively attract targeted realistic clients. It also suggests the need for financial advisory...

  • Streamline Your Business Plan, One Note Card at a Time. Komoszewski, Jim // Journal of Financial Planning;Mar/Apr2011 Practice Management, p24 

    The article focuses on the importance for financial planners in the U.S. to evaluate their business plan and make a revision that will summarize the critical elements of the overall business strategy. It says that the significant points of an adviser's business plan should ideally fit in an...

  • Building Relationships With LinkedIn. Comer, John // Journal of Financial Planning;Mar/Apr2011 Practice Management, p10 

    The article focuses on the importance of LinkedIn, a social networking site, in helping financial advisors build strong relationships with their clients in the U.S. It states that LinkedIn allows financial advisors to learn about a contact's interests which help build a successful relationship....

  • How to Have High-Impact Client Review Meetings. Jacobson, Edward A. // Journal of Financial Planning;Mar/Apr2011 Practice Management, p18 

    The article offers information on the High-impact Client Review Meeting, a template that will guide financial planners in the conduct of a meeting review in the U.S. It says that after the 2008 global financial crisis, financial planners searched for ways to improve their services. It notes that...

  • Target-Date Funds' Subjective Objectives. Surz, Ron // Investment Advisor;Mar2011, Vol. 31 Issue 3, p110 

    The author reflects on the complaints expressed by the financial planning industry on the proposed fiduciary standard in the U.S. He cites the letter sent by the industry groups, the American Society of Pension Professionals and Actuaries, as well as National Association of Independent...

  • Making It, Keeping It. Hertzberg, Robert // Financial Planning;Mar2005, Vol. 35 Issue 3, p16 

    Deals with issues and events related to the financial planning industry in the U.S. Advantages and challenges facing financial advisers for having a high-profile client; Anniversary of the foundation of the "Financial Planning" magazine.

  • GROUP THINK.  // Investment Advisor;Jun2009, Vol. 29 Issue 6, p30 

    The article offers update to several financial services organizations in the U.S. Financial Planning Coalition bring forth a call for legislation designating a national organization to supervise the financial planning profession. The National Association of Independent Broker/Dealers (NAIBD)...

  • Spotlight on Women & Retirement. deLisser, Delia // Bank Investment Consultant;Aug2012, Vol. 20 Issue 8, pA4 

    The article offers insight on the engagement of women in the retirement planning process in the U.S. Financial advisors Lori Johndrow and Barbara Taylor form a retirement planning for women seminar. It suggests advisors to ensure the inclusion of women in discussions and decision making....

  • Cerulli Sees Consolidated, High Tech Future. Manganaro, John // Plan Advisor News;2014, p104 

    The article examines the growing influence of a limited group of strategic acquirers in the financial advisory industry in the U.S., according to a report from analytics firm Cerulli Associates. Topics discussed include the long-term implications of rapid adviser retirements, the emergence of...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics