Ellen Uzelac

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  The Advisor as Inspirer

  By Ellen Uzelac  |  April 29, 2013

  How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.

• Sidebar: Top Tactics for Getting Clients

  By Ellen Uzelac  |  April 1, 2013

  When Merrill Lynch Wealth Management executives surveyed their top 250 acquiring financial advisors last year, the firm identified several key tactical client acquisition strategies responsible for the majority of new business results.

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  Merrill Bulks Up Training

  By Ellen Uzelac  |  April 1, 2013

  In a bold bid to boost performance, Merrill Lynch Wealth Management has re-engineered its iconic training program.

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  How to Shake Up Your Marketing

  By Ellen Uzelac  |  April 1, 2013

  Despite significant structural changes in the industry over the last decade, financial services marketing has remained—as Jay Nagdeman puts it—conservative, undisciplined and expensive.

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  Scared Stockless: How Advisors Calm Jittery Clients

  By Ellen Uzelac  |  February 22, 2013

  Despite the run-up in the market, client enthusiasm for equities has evaporated since the crisis in 2008, with stock ownership at its lowest point since 1998.

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  Here’s Your Lead Generation Machine

  By Ellen Uzelac  |  January 23, 2013

  Here’s a storyboard you’ll love: Investor checks out financial advisor online and likes what he sees. Investor hires financial advisor.

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  Retirement Trailblazer

  By Ellen Uzelac  |  January 23, 2013

  A lot of broker-dealers have invested in the retirement income space.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  New Retirement Pro Emerges From Altered Landscape

  By Ellen Uzelac  |  October 24, 2012

  How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.

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  Advisors Feel Pinch of Compensation Squeeze

  By Ellen Uzelac  |  September 25, 2012

  Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.