Research Magazine-February 2011

Issue Gallery ›

  • The Advisor as Coach

    Raphael Lapin

    Anyone who has ever been in a role of advisor, mentor, consultant or counselor understands the pressures of feeling they need to know all the answers.…

  • Forecasting Your Own Future

    Robert Tyndall

    The beginning of a new decade is as apt a time as ever to pause to reflect on what the future might bring, and our cover story (“The Future of Advice”)…

  • Making Referrals Happen

    Bill Good

    Among the enduring myths in this industry is the idea: to increase referrals, all you have to do is ask. Generations of sales managers have harangued…

  • Do the Math: A 1035 Exchange Can Pay Off

    Laurence Greenberg

    As the first boomers turn 65 this year, and 76 million more approach retirement over the next two decades, two critical issues are on the minds of advisors…

  • Less Pain, Less Gain

    Alexei Bayer

    The economic downturn that started in 2008 and is stretching into 2011 has been the deepest and the most protracted in U.S. economic history since the…

  • Advising the Widow

    Jane Wollman Rusoff

    With the death of her husband, a widow’s family and friends will be steadfast in consoling her. But whom can she look to for authoritative, practical…

  • The Rise of the Regulators

    Kenneth Silber

    These are busy times at the Securities and Exchange Commission and other financial regulatory agencies. Officials are scrambling to write rules for carrying…

  • The Future of Advice

    Ellen Uzelac

    What will next-generation financial advice look like? Bob Veres, who produces the well-regarded “Inside Information” newsletter, looks 20…

  • Creating an Experience

    Ellen Uzelac

    Carlo Panaccione CO-FOUNDER, NAVIGATION GROUP; REDWOOD CITY, CALIF. ABOUT HIS CLIENTS: “They work with us whenever they can and we work for them…

  • Door No. 3

    Bill Miller

    As early as I can remember, I wanted to be a game show host. When I was a kid, there wasn’t a cooler guy on the planet than Bob Barker. Every day…

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