Olivia Mellan

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  How Are We Doing?

  By Olivia Mellan  |  March 26, 2012

  All too often we think the advisory process is going really well, when in actuality the client doesn’t feel heard or understood and is dissatisfied with the way things are proceeding.

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  Dividends and the End of the Retirement Crisis; Easing Economic Pressure: March Investment Advisor—Slideshow

  By Editorial Staff  |  February 23, 2012

  Everyone is talking about dividends these days, but Fred Taylor at Northstar Investment Advisors has been using them as a retirement income solution for the past 17 years. Clearly, this is a strategy with some staying power.

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  Finding Balance in Your Busy Life

  By Olivia Mellan  |  February 22, 2012

  Wellness and work-life balance are becoming more and more important for financial advisors.

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  Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow

  By Editorial Staff  |  December 28, 2011

  It’s hard enough to get retirement planning right with all the challenges your clients face—market volatility, living longer than they imagined—that could take their savings, but have you considered some of the other challenges they face that could take their lives?

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  I Would Not Feel So All Alone

  By John Sullivan, Advisorone  |  December 28, 2011

  My father retired to Florida after 40 successful years as an advisor.

• How Advisors Can Deal With Client Cultural Differences

  By Olivia Mellan  |  December 27, 2011

  Some advice for advisors on how to interact with clients who different cultural perspectives.

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  4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—Slideshow

  By Editorial Staff  |  October 25, 2011

  In October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.

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  Remembering 9/11: Ten Years After

  By James J. Green, AdvisorOne  |  September 9, 2011

  AdvisorOne commemorates the 10th anniversary of the Sept. 11, 2001 attacks, with new and archived content from our print and online publications through the years.

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  2011 BDs of the Year; Investing in Europe’s Debt Crisis; How to Retain Top Talent: September Investment Advisor—Slideshow

  By Editorial Staff  |  August 25, 2011

  September brings the 21st annual Broker-Dealers of the Year awards.

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  Create Like Leonardo, Innovate Like Edison

  By Olivia Mellan  |  August 24, 2011

  Have you ever wished you could think as creatively as Leonardo da Vinci, who designed a flying machine, invented musical instruments and painted the Mona Lisa?