All Practice Management Content http://www.boomermarketadvisor.com/p/pweb/rssSubscribe.php Mon, 01 Dec 2008 12:02:03 +0100 FeedCreator 1.7.2 http://www.boomermarketadvisor.com/images/t/bmaMagTheme/bma-logo-rss.gif http://www.boomermarketadvisor.com/r/bmaMag/d/main Boomer Market Advisor RSS Feed http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=b8f9d912c309cf05717636cbf524399c Where do we go from here? Industry leaders make market predictions John Sullivan Mon, 01 Dec 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=fe842d8fc2595ad94d930433454b58d3 In a tight economy you may not have the extra dollars to spend on marketing. Danielle Andrus Thu, 20 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=c7a3c340e8bb09c2e4689f0ebb87ec6c Which broker/dealers are getting it right? We asked readers about technology, wealth management offerings, practice management help and -- of course -- payout to gauge which broker/dealers go above and beyond in servicing their reps. We're proud to announce this year's Broker/Dealer Excellence Award winners -- Raymond James, Brecek and Young, Summit Brokerage Services and Ensemble Financial Services. John Sullivan Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=f5c3ee91fd4dbeadae4ec3b877b33b4c Editor's Note: We messed up. Slight mistake in last month's announcement of the 2008 Readers' Choice Awards. We certainly want to make sure PowerShares gets its due. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=ff37b1b4c2f1cf73994b1493d55f4402 The benefits of contact management systems are obvious, but why aren't more advisors using them? Given the turbulent market, and with so many clients looking for financial leadership, the use of a contact management system can help you calm nervous clients. Marc Butler Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=2578c0843a5d2294536e2b355e5cfdb4 The good news is that M&A activity is back with a vengeance. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=2022369f4aeb6bfe754e7a70d042f95e The economic crisis is only going to get worse. Advisors are not only concerned with their clients' portfolios but the financial stability of their own broker/dealers. What happens to advisors when a firm takes a nose dive? And is now a good time to make a switch? Jenny Ivy Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=66ff0b5de7b2e50a60674d83241ea27e All we can say is good luck and God speed. With the beltway blame game in full swing, the Financial Services Institute is headed to Washington to engage Congressional and regulatory leaders on the financial crisis. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=2efc603f1930df1588b64fa843c24bf9 In light of recent market events (to put it mildly), it's important to step back and consider simple guidelines for walking a compliant path. Here are 10 ways to help prevent risk in your practice. Jim Heeney Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=52530e4683edfde3d1d135372425bdf5 How are boomer clients reacting to the market meltdown? How do you ensure they hear you through the noise? Advisor, author and TV personality Bill Losey makes sense of it all and provides some practical tips for calming nervous clients. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=fc23dc4ed30105161c227e1a2d4a2973 Put five skilled, seasoned financial advisors around a table, ask them to speak their minds on a range of hot-button subjects related to financial planning, and the discussion is bound to be lively -- and informative. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=073ab217915e18a40fd4f4cd1833fb50 Unbelievable. Given current events, a top executive leaving Citigroup is the clearest example of a dog-bites-man story and normally doesn't warrant further comment. Unless it's Sallie Krawcheck. John Sullivan Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=d78b900c71dfa0562d197f1323b7c7cf Every new client arrives with preconceived notions. Managing expectations can be more challenging than managing the money. It is never too early to start establishing ground rules. Vanessa Drucker Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=77f14ec3cbe0ea147cdefa1c502b3610 Sure, it's easy to like your financial advisor when your portfolio's doing well, but high-net-worth boomers are just not seeing the cost/benefit value within their advisor/client relationship. Boomer Market Advisor Sat, 01 Nov 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=987a20db25bfd91ba09776a92e69485f In their book "Tested in the Trenches," authors Ron Carlson and Steve Sanduski say there are 10 things typical million-dollar producers understand should have top priority in their practices: Danielle Andrus Thu, 30 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=0fb93b35235c28a1d99430ec37f53777 From Exiting Your Business, Protecting Your Wealth by John Leonetti: John Sullivan Thu, 23 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=54b5d0ba9a863b9d1c1024de2cecad63 It's easy to get distracted in today's market. Danielle Andrus Thu, 16 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=7c680bd832720d81bf0fc34ee0ee8b51 Advisors must be prepared to handle anything, from quelling fears about unstable markets to helping integrate financial strategies with emotional ones. Danielle Andrus Thu, 09 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=28a136fd1678ba3860cb3f76c33a1e32 When your phone is the only way you have to reach new clients, it's important to pay attention to how you use it. Danielle Andrus Thu, 02 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=a6c4c0084fdc58094e8179842d34ea91 Recent hype about boomers' mass exodus from the workforce seems to gravitate toward one notion: boomers are wise; newer generations have much to learn. Boomer Market Advisor Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=d51389e1ea5d6361685b56ed84239447 Boomer business owners face a variety of financial planning concerns not experienced by other private investors. Identifying the most appropriate business structure is the first issue to review, as it establishes the foundation for much of the benefits and tax planning they implement. An inappropriate business structure may expose the entrepreneur's personal assets to the claims of creditors or limit the number of qualified and non-qualified retirement strategies available. Rick Jaye Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=6b11f0f821c1678b43221d4455f96da6 Establishing a profile in the media can be an important business development tool -- it builds credibility with boomer clients and is an effective way to differentiate you from the competition. But reporters can be elusive and securing coverage without an understanding of the basics of media relations isn't always guaranteed. Andrew Silver, director of public relations for Jackson National Life Insurance Company, offers the following 10 tips to improve your chances of getting positive media coverage. Boomer Market Advisor Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=95c6520315998ea150fc6186d552fcb4 In the run-up to the 2009 Forward Thinking 5, which will appear in the upcoming December issue, we took a look back at last year's predictions. Boomer Market Advisor Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=fc1a5174bf93bb93b4422d403600f414 Tech-savvy advisors. Boomers want them. Are you one? If not, here's how to catch up. Vanessa Drucker Wed, 01 Oct 2008 10:30:00 +0100 http://www.boomermarketadvisor.com/r/bmaMag/d/contentFocus/?adcID=401f2dbd86dde5a58eb6cb258095ffe0 Your support staff can have a significant impact on your office efficiency. Whether they are licensed or unlicensed will determine the level of service they can provide to clients and the support they can offer. Boomer Market Advisor Wed, 01 Oct 2008 10:30:00 +0100