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Articles
Recent articles by our principals
| Title | Description |
|---|---|
| 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. |
| Go Team! By John J. Bowen Jr. December, 2008 |
Learn the four key components of building a high-performance team. |
| Teaming Up By John J. Bowen Jr. November, 2008 |
Advisors need to build high-performance teams at their firms. |
| Wealth Transfer By John J. Bowen Jr. October, 2008 |
Advisors can find opportunities in serving those who inherit wealth. |
| Time to Say Goodbye By John J. Bowen Jr. September, 2008 |
Sometimes you have to let go of clients who are inappropriate for the firm. |
| Wide-Angle Lens By John J. Bowen Jr. August, 2008 |
If you focus too much on investments, you're missing the big picture. |
| Can We Talk? By John J. Bowen Jr. July, 2008 |
Market volatility means it's more important than ever to become a client-centric advisor. |
| The Power of Purpose By Robert Niederman May, 2008 |
Setting forth your own personal vision is the first step toward success. |
| The Right Ally By John J. Bowen Jr. May, 2008 |
Strategic alliances can be frustrating. Clear and compelling communication can help. |
| Referrals for the Asking By John J. Bowen Jr. April, 2008 |
The most successful advisors turn to their existing clients for referrals. |
| Getting an Edge By John J. Bowen Jr. March, 2008 |
New research shows that a wealth management model pays off for financial advisors who put in the time and effort. |
| The Wow Factor By John J. Bowen Jr. February, 2008 |
Here's what the ideal client experience should look like. How does yours measure up? |
| Better Than Average By John J. Bowen Jr. January, 2008 |
A new survey lets you benchmark your performance against the broader advisory community. |
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