Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
About the Planner: Dennis K. O'Brien
By Bob KeaneDennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...
November 01, 2008
Problem SolverJust about any advisor can help someone with substantial assets get his financial house in order and set up a plan for the future. Dennis...
November 01, 2008
In The Game"Basically, I felt stuck," recalls Matthew Keeling, a planner at Keeling Financial Strategies, in Mashpee, Massachusetts. "I knew what I wanted to do. I knew...
November 01, 2008
Hitting the MilestonesBy Rajini Kodialam and Rudy Adolf n life, milestone events--a marriage, the birth of a child, a round-numbered birthday--prompt us to pause and take stock. We...
November 01, 2008
Creation and EvolutionA number of lessons can be learned from the recent calamity in the financial markets: if you don't manage risk, you will likely fail; if...
November 01, 2008
2008 Advisor Hall of FameWelcome to Research magazine's Advisor Hall of Fame, now in its 18th year. This eagerly anticipated annual feature has become a benchmark of excellence in...
October 31, 2008
Keeping promises keeps clientsWelcome to the political season, a time of countless local, state and national elections. It is also a time when politicians make promises they will never keep - I promise! As the noted Finnish architect Eliel Saarinen once said,
October 23, 2008
Why are you ignoring exit planning?From "Exiting Your Business, Protecting Your Wealth" by John Leonetti: Robert Avery of Cornell University has done extensive research into measuring the impact of retiring baby...