Practice Management
September 18, 2007
Out With the New and In With the Old?
How cultivating existing client assets may boost your bottom line—PracticeEdge, the monthly best practices newsletter
By Maya Ivanova
Most investment advisors spend a lot of valuable time poring over revenue and profit figures. ...
September 16, 2007
Marketing Plans, and a Monte Carlo Webinar
By Mike Patton
In this blog we’ll cover a couple of different topics. I’ll update you on my marketing efforts and provide information on a webinar that you may be interested in attending.
September 11, 2007
Your Friends Make You Fat. Can They Make You Successful, Too?
A recent medical study found your friends can make you fat. Lewis Schiff wonders if they can make you successful, too.
By Lewis Schiff
The curious results of this study makes me wonder. If bad habits can spread among social networks (friends, communities, etc. ...
September 10, 2007
Looking at Risk Tolerance
Mike Patton outlines his use of Monte Carlo to develop an objective analysis of the risk/return profiles of his model portfolios.
By Mike Patton
On the Other Side of the Fence
Bruce Harrington formerly consumed research; now he’s conducting it
By James J. Green
Over the years, conversations with Bruce Harrington have yielded insights for Investment Advisor readers (and editors, for that matter) into areas as diverse as 529 college savings plans and ...
The Price of Duty
If you’re duty-bound to serve sub-optimal clients, ask yourself if what you gain is worth what you might be losing
By Mark Tibergien
Knowing that every financial advisor has a number of low-profit or even unprofitable clients, I often challenge the decision to maintain those relationships by posing two business questions: How ...
Simplifying Financial Reporting
SEC committee takes first stab at huge task under SOX
By Melanie Waddell
The SEC’s Advisory Committee on Improvements to Financial Reporting held its first meeting August 2 at SEC headquarters in Washington to discuss ways to tackle the enormous task of simplifying ...
Stand By Me
Successful advisors have very little client and employee turnover
By Olivia Mellan
2008 ISN’T AS far away as it seems—especially if, like many advisors, you’re beginning to think about your business plan for next year. ...
Time Out
The biggest problem facing advisors today? Try burnout
By Angela Herbers
Even though I don’t have any gray hairs yet, I'm no stranger to burnout. In my first job out of college, I thought I was capable of being superwoman. ...
The Affluent and Retirement
They have more assets than the average client, but the same concerns
By Lewis Schiff
In addition to the details of a comprehensive advanced planning strategy, clients may wrestle with such personal challenges as the best way to transfer assets to children and their preparation to ...
Bloomsday
Mike Patton’s newfound independent practice is showing definite signs of life
By Mike Patton
As I sit to write these words I have reached the end of my fourth month of independence. ...
Me? Worry About Inflation?
Now may be a good time to raise the inflation issue with clients
By Susan L. Hirshman
January 1, 2006, was an important date in history: Not only did early hip-hop pioneer Grandmaster Flash turn 48 years old, but the first of the baby boomers reached age 60. ...
