practice management

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  You could argue that the leader of Schwab Advisor Services is influential every year, owing to Schwab’s position as the largest by far of the RIA custodians measured by number of advisors and assets under management.

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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

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  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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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.

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  Looking for a Job After College? Try Financial Planning

  By James J. Green, AdvisorOne  |  April 12, 2013

  Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.

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  Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow

  By Editorial Staff  |  April 1, 2013

  We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.

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  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.

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  Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want

  By Joyce Hanson, AdvisorOne  |  March 28, 2013

  The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.

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  5 IBDs That Changed the Game

  By Jonathan Henschen  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.