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Articles tagged "Abby Salameh"


Sara Botkin [with father Les and brother Lester]: We learned that it became a fireable offense to refer clients to other banks.

This father-daughter-son team survived 9/11 but divorced Wall Street altogether 14 years later
The trigger was a demand by Morgan Stanley to sign a bank contract but there was much more that led the practice to LPL OSJ, Private Advisor Group

Tuesday 4.7.15
John Hyland pictured yesterday at his chemo session: I have every intention of coming out the other end.

How the industry is rallying to help John Hyland as his cancer returns and why the New Jersey advisor seems impervious to fear
The only path to survival for the owner of a $17-billion AUA OSJ is a bone marrow transplant and advisors are getting swabbed to improve his odds of finding an elusive match

Wednesday 1.14.15
Abby Salameh: There is no good place for emoticons in a professional relationship.

5 ways for RIAs to avoid social media and 'holistic' wealth management overreaches in a share-happy e-world
Being Facebook 'friends' and dealing with a client's non-financial life decisions does not take the 'business' out of the business relationship equation

Tuesday 9.9.14
Abby Salameh: Don't spin your wheels trying to find a niche.

5 thoughts about how to actually do what RIA experts say to do
Consultants like to believe we were born to write elevator speeches, define our niche and write a succession plan on demand

Wednesday 3.26.14
Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline
RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

Friday 1.24.14
Matt Enyedi: Anytime we do something at LPL, it's under the lens of how can we do this for RIAs. Five years ago, if we'd rolled this out, it would have been only for LPL corporate firms.

LPL Financial gets beyond the halfway-house model to compete with Schwab, Fidelity for advisors that are wholly RIAs
The big broker-dealer is making moves that do not discriminate against, may in fact favor, pure RIAs, but hybrid habits die hard, skeptics say

Tuesday 12.17.13
Abby Salameh: I told him kindly that I had found another vendor -- more because he annoyed me so much with his persistence.

The fine line between selling and stalking and where RIAs should walk
All selling is 'overselling' in the sense that the average sales takes five contacts -- and advisors are known to stop at one or two

Monday 12.2.13
Abby Salameh: I don’t think I have ever seen a successful advisor who didn’t build his or her business by pounding the phones.

One thought for advisors with stagnant practices: Pick up the telephone!
With e-mail, texting, friending, linking-in and tweeting running rampant, the casualty may be the most potent social media of all: voice-to-voice contact

Friday 9.13.13
Financial advisors tend to scrutinize articles that point the way to the industry's future.

How 10 articles in August define what RIAs care about
From naked fear in the 401(k) realm to ad campaign overhauls in custody world, advisors read up on big picture information defining their business

Tuesday 9.3.13
Abby Salameh: Trick your brain into making those tasks less dreadful. This is called productive procrastination.

Five reasons why 'summer-is-slow' is no excuse for an advisor to slow down
If you want to mail it in for a couple months, fine, but know that you're missing a chance to get real things done minus the distractions

Thursday 8.15.13
Abby Salameh: We need to lift up the hood.

Abby Salameh joins LPL's largest branch office
John Hyland is hiring the veteran RIA business marketer after a long search

Friday 8.9.13
Abby Salameh: I could see the vast ocean below. We were descending quickly towards it.

Why my financial advisor came to mind (seriously) as my airplane was plummeting toward the ocean
White light can wait: When death is at hand, you get in touch with your inner actuary

Tuesday 1.29.13
Abby Salameh: I believed that advisors should ... give up their licenses if they wanted to be true to the cause.

What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple
The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined

Thursday 12.13.12
Abby Salameh: There is an inherent gene that advisors must have in order to take that leap of faith and become independent.

How nature and nurture combine to encourage advisors to independence
You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience

Thursday 10.4.12
Abby Salameh: You want to answer that e-mail immediately, return that phone call ASAP and respond to that text message the minute it comes in on your phone.

The art of breathing: How to handle the overwhelm of being a financial advisor in 2012
First we need to understand the principle of diminishing personal returns -- and then be willing to take counterintuitive steps

Friday 5.25.12
Abby Salameh: Joe was seriously stressed-out.

5 ways for stressed-out advisors to build a more efficient practice
Delegate, streamline, lean on your CRM, leverage resources, go mobile or tap the untried talents of your receptionist -- all ways to do more of what you love to do

Friday 5.4.12
Abby Salameh: An advisor we worked with hired a "marketing person" who then proceeded to outsource all of the marketing creation.

Nine pitfalls for advisors to avoid when taking on new employees
Pulling the trigger on a hire is difficult, but can become easier with the right protocols

Friday 3.9.12

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