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Content tagged "Marie Swift"


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Michael Kitces: CNBC is now literally contradicting the statements of the firms themselves as written in their ADV documents.

Michael Kitces attacks CNBC for its top-100 fee-only list because so many listed RIAs disclose non-fee comp on their ADVs
The New York-based news organization fires back by encouraging a closer reading of its methodology

Thursday 6.4.15
Payel Farasat: You become very humble when you have to sit across from clients and manage their life savings. This is big stuff.

Extraordinary women awaken the RIA business, shepherd billions
In a business starved for beyond-the-books talent, executives are turning to a largely untapped gender

Friday 3.6.15
Sheryl Garrett poses with DOL's Phyllis Borzi and the Fiduciary Oath from the Committee for the Fiduciary Standard.

How Sheryl Garrett got a hush-hush invitation from President Obama and how she pierced the fog about putting clients first
The Arkansas RIA booked a flight to DC with no explanation to colleagues

Wednesday 2.25.15
Gordon Bernhardt: There is no better time to invest than the present for a long-term investor and the future is truly better than you think.

3 citizen-blogger attendees at TD Ameritrade National LINC offer their ground-level views
The dispatches start in outer space, descend to the cloud and finish up with down-to-earth do's and don'ts for dealing with reporters

Wednesday 2.4.15
Tony Robbins: I found out about HighTower and the only concern is they only deal with ultra-high-net worth people.

How Tony Robbins co-opted Elliot Weissbluth (and HighTower data) and vice-versa
A co-venture half-detailed by this unlikely couple of Type A-plus go-getters may set the stage for a wider collaboration -- perhaps a co-robo

Tuesday 11.25.14
 Brad Matthews: It was important if we were going to do something like this, [that] we worked with one of the leading firms.

Peter Mallouk buys a stake in Trizic
Barron's No. 1 advisor is likely to have his $12-billion RIA, Creative Planning, become a Trizic client

Thursday 11.6.14
Peter Mallouk: We're laser focused on clients and absolutely not focused on acquisitions and breakaways and trying to merge cultures. I'm not trying to be the most well-known person in the industry.

By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas
Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?

Friday 8.29.14
Gordon J. Bernhardt with keynote speaker Condi Rice

Three RIA citizen journalists file dispatches from the TD Ameritrade conference
Our duly deputized scribes -- two RIA presidents and a social media consultant -- fanned out in San Diego last week and reported back from very different perspectives

Wednesday 2.6.13
Mike Byrnes: Another way to grow more quickly is to bring on staff, even if it is at an hourly rate.

NAPFA conference yields valuable nuggets of practice-management and marketing advice
A strategic embrace of sales can build your practice dramatically, was the message NAPFA's practice-management conference held in Brooklyn

Tuesday 11.22.11
Marie Swift led a roundtable discussion that yielded some novel thoughts

Advisors talk over the future of financial planning at FPA Experience 2011
Outgoing robo-calls, 1-900 advice shouldn't be dismissed as tools

Wednesday 9.21.11
Marie Swift: Who needs Las Vegas? Salt Lake City was a blast.

Seen, heard - and tweeted - at the NAPFA conference
A bustling social scene at Salt Lake City

Thursday 5.26.11
Ric Edelman: His firm is in major expansion mode; production costs for show are $2 million.

Edelman joins ranks of TV RIAs with PBS show that will reach 20 million
Ken Fisher advises treading with care: 'You can’t find anyone in history that’s done a TV show and built a big money management firm'

Monday 4.11.11
Bob Veres: In my mind, this is the place you come to find out where the future is.

Eavesdropping on the T3 conference by four bloggers with four missions as attendees
Social endurance needed as much as technical savvy at this technological event

Wednesday 2.23.11
The buzz at the TD Ameritrade booth was that Tony Blair, Britain's former prime minister, is schedule to speak at TD's annual conference to be held in San Diego.

Eavesdropping on the Women Advisors Forum: Rainmakers share their secrets. Hint: They revolve around finding a niche
Women at the top of the profession have learned to give each other the look: "Like ‘I’ve got your back, sister.’”

Tuesday 12.14.10
Marie Swift: There has never been a time in recent history when so many prospects are looking for a new advisor.

Eavesdropping on the MoneyShow: The great debate between MPT and technical analysis
Plus, three marketing ideas that actually work and the academic case for alternative assets

Wednesday 11.24.10
Network founder Sheryl Garrett hosted this special anniversary retreat in her hometown, knowing that some fall-off might occur due to the lack of a major airport. One person who made the trip: psychologist Ed Jacobson.

Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust
In the Ozarks, a small and informal conference draws big names

Thursday 11.4.10
Marie Swift: Advisors are at risk if they don't show their clients how much they are cared for.

Eavesdropping on a Cetera company's elite conference
What have you done for me lately: a strategy to head off DIY clients

Monday 10.25.10
Ready to blog after uploading podcasts: Chris Hall (left) coaches students Kimberly Curtis, CFP, and Gary Klaben, ChFC, at FPA pre-conference Web 2.0 Boot Camp.

Eavesdropping on the FPA conference: a speech about scared investors resonates; and an embittered advisor speaks up
Plus, a top expert offers the next level of advice on social media

Tuesday 10.12.10
Jason Jennings: LPL stood out for its hands-off approach and technology platform similar to that at Merrill Lynch

Breakaway story: A new Merrill Lynch breakaway team finds clients among a cadre of fellow entrepreneurs
The buy-local movement helps independent advisors, say experts -- if they are smart enough to market

Monday 9.20.10
Mike Byrnes: Listening in on the Financial Advisor's Summit for wisdom on sales and marketing strategies, he picks up tips like this one: Don't tell clients, "We offer peace of mind." It's a cliché.

Fast take on growth: Five tips on marketing and sales strategies that work amid fears of a double-dip
Financial Advisor's Summit speakers urge focus, authenticity -- and avoiding clichés. Don't say: We offer peace of mind.

Tuesday 8.17.10




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