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Articles
Recent articles by our principals
| Title | Description |
|---|---|
| Consultation, Not Just Advice By John J. Bowen Jr. July, 2011 |
With a series of five meetings, advisors can turn prospects into clients and set the stage for even more business. |
| Systems for Success By John J. Bowen Jr. June, 2011 |
To deliver superior service to your clients, advisors need to make sure all their internal system are working unison. |
| Going Private By John J. Bowen Jr. May, 2011 |
Private client events can place advisors in front of small groups of highly qualified affluent prospects, but planning ahead is crucial. |
| Listen Up! By John J. Bowen Jr. April, 2011 |
To build long-lasting relationships, advisors need to spend less time talking to their clients--and more time listening to them. |
| Rediscovering Your Clients By John J. Bowen Jr. March, 2011 |
Advisors may find a gap between what they think clients want and what the clients really want. The solution is getting to know the clients all over again. |
| What CPAs Want By John J. Bowen Jr. February, 2011 |
Finding it hard to form an effective alliance with a local CPA firm? Here's some new information that should help. |
| Team Building By John J. Bowen Jr. January, 2011 |
When building expert teams, advisors need to consider what their clients need and how everyone can work together harmoniously. |
| Team Player By John J. Bowen Jr. December, 2010 |
Advisors can't know everything about everything—but they can still serve their clients' many needs by gathering an expert team of pros. |
| Wow Right Now By John J. Bowen Jr. November, 2010 |
Studies show many clients are thinking of leaving their advisors, but if you can give them a unique and memorable experience, they'll stick with you regardless of what happens in the market. |
| Rocket Fuel By John J. Bowen Jr. October, 2010 |
Healthy firms seeking to grow quickly should consider the challenging but rewarding route of acquiring another practice. |
| Leadership Lessons By John J. Bowen Jr. September, 2010 |
Advisors who use a formal system for running their practices will grow their incomes while enjoying a higher quality of life. |
| Publish or Perish By John J. Bowen Jr. August, 2010 |
To build credibility, advisors should create and publish an article on a topic that's near and dear to their clients. Here's how to brainstorm in 30 minutes. |
| Success on Purpose By John J. Bowen Jr. July, 2010 |
Advisors who use a formal system for running their practices will grow their incomes while enjoying a higher quality of life. |
| The Perfect Profile By John J. Bowen Jr. June, 2010 |
To create the model of an ideal client they want to serve, advisors should ask themselves eight key questions. |
| Maximum Value By John J. Bowen Jr. May, 2010 |
Advisors need to think long term and continually consider ways to increase the value of their firms. |
| Delegate It! By John J. Bowen Jr. April, 2010 |
Advisors can run their practices more efficiently if they learn how to delegate their non-core tasks to staff. |
| Group Therapy By John J. Bowen Jr. March, 2010 |
When prepared properly, group presentations can be an effective marketing tool, helping advisors glean new clients. |
| Moving Upmarket By John J. Bowen Jr. February, 2010 |
Advisors need to be aware of five key characteristics if they want to approach and work with the ultra-affluent. |
| Beyond Investments By John J. Bowen Jr. January, 2010 |
Advisors need to help their clients in wealth protection, wealth enhancement, wealth transfer and charitable giving. |
| Ten for 2010 By John J. Bowen Jr. December, 2009 |
Here are five key steps advisors should take now, and five they should take later, to build a more valuable and efficient practice. |
| Getting the Right Help By John J. Bowen Jr. November, 2009 |
Wealth management is essential for long-term successm—are financial institutions doing all they can to support advisors' move to this model? |
| Get Centered By John J. Bowen Jr. September, 2009 |
Working with centers of influence, an essential marketing strategy for advisors, is a great way to build a practice. |
| Expert Positioning By John J. Bowen Jr. August, 2009 |
What prospective clients value most is your level of expertise. |
| Spring Cleaning By John J. Bowen Jr. July, 2009 |
Taking time to work on your business is as important as working in your business. |
| Culture Clash By John J. Bowen Jr. June, 2009 |
Financial advisors have to be ready to work with CPAs. |
| Formal Wear By John J. Bowen Jr. May, 2009 |
Our research confirms the important role of a business plan in advisors' success. |
| Getting Formal By John J. Bowen Jr. April, 2009 |
If you want to be a successful advisor, you must take a consultative approach. |
| Reaching Out Now By John J. Bowen Jr. March, 2009 |
In today's challenging times, professional relationships are more important than ever. |
| The Path to Discovery By John J. Bowen Jr. February, 2009 |
To keep current clients and attract new ones, conduct Discovery Meetings. |
| Interesting Times By John J. Bowen Jr. January, 2009 |
Today's challenging environment is actually full of opportunities. |
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