Roy Diliberto

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  Remember, Advisors, Revenue Is a Byproduct of High-Quality Service and Advice

  By Mike Patton  |  October 31, 2011

  Act ethically, tell the truth—and be competent—and your reputation among your clients will grow your practice.

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  How to Keep Your Clients Happy

  By Mike Patton  |  April 26, 2010

  After three years as an independent advisor, I can safely say that the business has never been healthier. Every new client I have received this...

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  Great Expectations: Meeting Client Expectations

  By Mike Patton  |  March 22, 2010

  I had my second audit in three years this week. During the audit, one of the examiners asked if I ever advertise. My response was,...

• A New Consultative Model

  By Marie Swift  |  November 1, 2007

  As the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...

• Leading Lights of the Profession Slam CFP Board Proposals

  By James J. Green, AdvisorOne  |  October 11, 2006

  A host of the leaders of the financial planning profession--past and present--have signed a letter addressed to the CFP Board of Standards expressing their opposition to the Board's proposed changes to its Code of Ethics as "so potentially detrimental to the mark, the profession and the public interest, that it...

• The IA 25

  By Staff Writer  |  May 1, 2004

  Who are the people who will most affect the way you practice your profession in the years ahead? We humbly submit the 2004 IA 25,...

• On the Record, With Author Bob Veres

  By Staff Writer  |  April 7, 2003

  An extended version of the exclusive interview app

• Planners Who Switched, and Why

  By Melanie Waddell, AdvisorOne  |  October 1, 2002

  Some advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....

• Rules, Rules, Rules

  By Melanie Waddell, AdvisorOne  |  August 26, 2002

  Two proposed SEC rules would affect the custodians

• The View From the Top at the FPA

  By Staff Writer  |  April 2, 2001

  What's on their minds? For starters, post-merger s