• July 2011

  • Cover Story

  • Inherit the Windfall

    By Joanmarie Kalter

    Trillions of dollars are being left to boomers. Many have never had real money. Others are paralyzed by guilt. And they all need advice.

  • Columns

    • Producer Profile

  • Planting The Seeds to Become a 'Star'

    By Dave Lindorff

    In a small Mississippi town, a popular advisor carves out a comfortable niche her way-without a mention of 'high-net-worth.'

    • Outlook

  • Advisor's Alpha: A New Value Proposition

    By Francis M. Kinniry Jr.

    Building your practice around "advisor's alpha" rather than the ability to outperform the market will most likely lead to a very successful, long-tenured relationship that is mutually rewarding to you and the family you are advising.

  • Departments

    • Production

  • Managing Time In A 24/7 World

    By Keith Weber

    The solution may lie in a three-step approach: segmenting your client base, defining your service standards for each segment, and then settling the appropriate client expectations.

    • People

  • Go Mental To Close More Business

    By Rick Rummage

    Knowing your personality, and your client's, is a start but it's not enough—you also need to know the chemistry.

    • Portfolio

  • Performance And Flow

    By Jeff Tjornehoj

    Skeptics who doubt investors' ability to identify good buys may be surprised

  • Like a Stock, But Different

    By Carl Resnick

    When it comes to trading, there are some considerations advisors can take into account to make their utilization of exchange-traded funds more efficient.

  • In Every Issue