- Survey Says... Littlechild, Julie // Financial Planning;Nov2003, Vol. 33 Issue 11, p87
Presents guidelines for conducting client surveys in financial planning practice. Ways to elicit response from clients; Categories of questions to ask; Benefits of client surveys.
- Downturn Changes Strategy. Britt, Julie // Advisor Today;Jun2010, Vol. 105 Issue 6, p30
The article offers information on a survey conducted by Curian Capital LLC which explores if financial advisors made significant changes in client-relationship management and portfolio construction in 2009. It states that the survey involved 1,804 independent financial advisors, including 150...
- Minding Your 'Alpha-Bets' Gresham, Stephen D. // On Wall Street;Mar2005, Vol. 15 Issue 3, p70
Presents guidelines for financial advisors on adding value to services beyond their clients' expectations. Importance of the ability of advisors to proactively provide clients with good ideas; Suggestions on the creation of critical objectives for clients; Opportunities offered by the number of...
- Building client relationships--from the ground up. // Money Management;11/27/2003, Vol. 17 Issue 44, p36
Reports on the client relationship established by financial planners in Australia. List of high profile jobs compared to financial planning; Problem experienced with a planner.
- Smart Ways to Bring in 2nd Generation Clients. Rozen, Miriam // Financial-planning.com;11/27/2015, p4
The article presents tips from financial experts on how should financial consultants be able to forge relationship with the children of their clients for handling its inheritance and asset value.
- Planners Up and Down Among Consumersï¿½. // Journal of Financial Planning;Sep2004, Vol. 17 Issue 9, p21
This article presents the results of the Chief Financial Planner Board's 2004 U.S. Consumer Survey. According to the survey, more upper-income consumers are using financial planners as their primary advisor than they were five years ago, but after some very rough financial years, they are less...
- Financial planning's domino effect. Griffin, Ray // Money Management;3/29/2007, Vol. 21 Issue 11, p16
The article discusses the impact of a financial planner's advice on the family of the client receiving it. He says that a good financial planning advice is beneficial to the immediate and extended families of the client. The Financial Planning Association (FPA) claims that its members provide...
- Be Your Brand. Leder, Gerri // On Wall Street;Mar2005, Vol. 15 Issue 3, p71
Focuses on the importance of building an identity for financial advisors. Role of positioning in explaining an approach to a business which is different from competitors; Factors for determining the brand personality of a financial advisor; Advice on practicing a business philosophy aimed at...
- Curbing Conflict. Bearden, Frank C. // Financial Planning;Nov2006, Vol. 36 Issue 11, p111
The article focuses on addressing conflicts of interest between financial planners and their clients. It is claimed that the primary solution in such incident is by removing the source of conflict. If the source is irremovable, a planner should disclose the conflict with his client, resign with...