Patricia J. Abram

• Professional Study Groups Offer Impressive Benefits

  By Patricia J. Abram  |  June 1, 2009

  Over the past few months this column has focused on the importance of continuing to build your business -- in good times and bad --...

• Capturing More Assets

  By Patricia J. Abram  |  May 1, 2009

  If the last 18 months have taught us anything, it's that we constantly need to upgrade and improve our strategies, our positioning, and the ways...

• Group Presentations

  By Patricia J. Abram  |  April 1, 2009

  It's understandably difficult to think about growing your business in volatile times such as these -- but it's essential that you do so anyway. As...

• Growth Through Strategic Alliances

  By Patricia J. Abram  |  March 1, 2009

  Of three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...

• Volatility as Opportunity

  By Patricia J. Abram  |  February 1, 2009

  Serious market volatility ex-acerbates existing flaws in our organizations, business plans and client service models. Still, given our ability not to see what we don't...

• Outsource for Success

  By Patricia J. Abram  |  January 1, 2009

  Recent market volatility has led many financial advisors to yearn for more efficient and profitable businesses. Particularly as portfolios have precipitously plummeted, many advisors whose...

• 2008-11-21T21:23:00Z

  By Patricia J. Abram  |  December 1, 2008

  Research sponsored by CEG Worldwide consistently shows that the single biggest driver of financial advisor success is client loyalty. Consider a 2005 study of 1,417...

• Blueprint for Success

  By Patricia J. Abram  |  November 1, 2008

  When I was the chief marketing officer for an investment company, an up-and-coming manager requested an interview to pick my brain and get to know...

• Vision and Execution

  By Patricia J. Abram  |  October 1, 2008

  Albert Einstein once famously said, "Vision without execution is hallucination." It's equally true, however, that "Execution without vision is chaos." These principles are two sides...

• WOW Service

  By Patricia J. Abram  |  September 1, 2008

  Financial advisors often assume that their clients will mainly judge them on the criterion of investment performance. But research shows that when affluent clients fire...