The Hayden Investment Grid
- Welcome to the Club. Hester, Jeannette Scollard // Financial Planning;Oct2002, Vol. 32 Issue 10, p130
Presents information on separately managed accounts (SMA), an investment scheme that financial planners offer to high-net-worth clients. Development that enables financial planners to present SMA to a wider range of investors; Comparison of SMA to mutual funds; Outlook on SMA.
- The Outside-In Approach. Bowen Jr., John J. // Financial Planning;Nov2002, Vol. 32 Issue 11, p101
Enumerates steps for ensuring the type of client experience that will result in the dependable revenue stream that a financial planner is looking for. Evaluation of service from clients' perspective; Offer clients the appropriate number of choices; Advantages of creating a modular production...
- The Perfect Match. Bowen Jr., John J. // Financial Planning;Feb2003, Vol. 33 Issue 2, p88
Provides advice for financial planners and investment advisers in choosing an ideal client. Benefits of attracting clients with the same interest as the financial planner; Factors to consider in choosing the right client; Importance of identifying a specific niche for financial planners. ...
- A New Resolve. Richards, Dan // Financial Planning;Feb2003, Vol. 33 Issue 2, p92
Provides advice for financial planners and investment advisers on improving their business strategy. Exploration of the financial needs of their clients; Importance of developing the questioning skills of financial planners and investment advisers; Benefits of technology upgrading.
- The Buy Side. Grau, David // Financial Planning;May2003, Vol. 33 Issue 5, p91
Gives advice to financial advisers on developing their practices through smart acquisitions. Information on the case of Robby Harfst; Some basic steps of increasing the chances of acquiring the right deal; Characteristics of an investment adviser.
- Back to Basics. Rattiner, Jeffrey H. // Financial Planning;May2003, Vol. 33 Issue 5, p107
Discusses the investment parameters of financial advisers' clients that must be defined during volatile times. Way of selecting the right portfolio design for the client; Discussion on how clients can learn about the importance of time horizon; Difference between liquidity term and...
- A Five-Step Referral Guide. Cates, Bill // On Wall Street;Jan2003, Vol. 13 Issue 1, p78
Discusses critical elements that every successful referral-based financial advisor has incorporated into his or her marketing and practice management efforts. Foundations of a referral business; Suggestion to enhance referability; Poor way to build a reputation and encourage referrals.
- Looking Beyond Retail. Evans, Adam // On Wall Street;Jan2003, Vol. 13 Issue 1, p79
Urges financial advisors to try forging some institutional relationships. Sample of most institutional clients; Suggestion to crack the institution market; Advice during the initial meeting with the institutional client.
- Up the Ante: Start Asking Tough Questions. Conrad, Lee // Bank Investment Consultant;Jun2011, Vol. 19 Issue 6, p6
An introduction is presented in which the editor discusses various reports within the issue on topics including interviews with financial experts on retirement issues, investors' risk tolerance and investment expectations, and insights about investments in the U.S.
- PIONEER EQUITY INCOME FUND. // Bank Investment Consultant;Jul/Aug2002, Vol. 10 Issue 6, p45
Focuses on the investment outlook of portfolio managers on income funds. Causes of sharp market volatility; Significance of asset allocation package; Predictions on the earnings prospects.