Raphael Lapin

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  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

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  Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow

  By Editorial Staff  |  December 26, 2011

  The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....

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  The Power of Words

  By Jane Wollman Rusoff  |  December 26, 2011

  WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”

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  Portrait of a Branch Manager; Ins and Outs of Annuity Suitability: July Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  June 30, 2011

  The July issue of Research brings a fresh look at leadership issues.

• Managing Problem Clients

  By Raphael Lapin  |  November 1, 2010

  Advisors are a unique breed! In addition to their core competencies, they also often need to be economists, communicators, educators, therapists and magicians in order...

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  The Art of Communicating With Clients

  By Staff Writer  |  October 20, 2010

  In this 4 1/2 minute video, Research magazine contributor Raphael Lapin coaches a group of financial advisors in Encino, Calif. Advisors attending the event learned...

• How's Your Bedside Manner?

  By Raphael Lapin  |  October 1, 2010

  While working with our healthcare clients to reduce the incident-rate of malpractice suits, we discovered that there is little correlation between the competency of doctors...

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  Advisor or Confidant?

  By Raphael Lapin  |  September 1, 2010

  While on a late summer afternoon outing with my children, we suddenly came across an Apple Store in all its technological seduction and splendor. Upon...

• Back to School

  By Gil Weinreich, AdvisorOne, Gil Weinreich, AdvisorOne  |  September 1, 2010

  Federal Reserve Chairman Ben Bernanke was on to something when in recent Congressional testimony he said the "economic outlook remains unusually uncertain." The lack of...