Articles 2013
Vol 7 no 1 (January 02, 2013)
Getting the Most from Your Investment Committee
Is Fracking a ‘Happy Solution’ to our Energy Needs?
Three Steps to Dynamite Client Events in 2013
How to Boost Your Team’s Morale
Brian McMahon on Thornburg’s Investment Income Builder Fund
Vol 7 no 2 (January 08, 2013)
A New Year’s Message from the Publisher
Should Bonuses be Tied to Performance?
2012: Resumption of the Stock Market Recovery
Six Lessons for Advisors from the Mayo Clinic
Energy and the End of Growth
The Forecast for Risk in 2013
Letter to the Editor
Vol 7 no 3 (January 15, 2013)
Gundlach’s Predictions for 2013
Demographics and the Decline of Equity Mutual Funds
Template for a Year-End Client Letter 2012 in Review: Learning from the Past, Looking to the Future
The Nothing That Is
Five Key Marketing Trends for Advisors in 2013
Courting Your Communications
Dealing with an Unreasonable Compliance Department
Letters to the Editor
Vol 7 no 4 (January 22, 2013)
Dylan Grice: Witch Hunts, Inflation Fears, and Why I’m Bearish in 2013
Sunglasses and Cockroaches – Six Rules for Surviving in a Bear Market
Wally Weitz on Value Investing in the Post-Crisis Era
How Being Efficient Makes You Less Effective
The Political Cliff
Venerated Voices
Overcoming a Lazy Coworker
Shoulder Pads and Supply Chains
Letter to the Editor
Vol 7 no 5 (January 29, 2013)
Predicting Asset Class Returns: Recommendations for Financial Planners
Are Planners Worth the Fees they Charge?
How to Hire the Best People
Your Most Important Resolution for 2013
Strategies for Speculating on the Crisis in Japan
Letter to the Investment Committee
Vol 7 no 6 (February 05, 2013)
Comparing Advisors to Jim Cramer: Measuring your Professional Alpha
How Much Should the US Spend on Healthcare?
Four Steps to Get in Front of Million-dollar Prospects
Apple the Next Microsoft…We Could Be So Lucky
Why Don’t Satisfied, Happy Clients Refer?
Letters to the Editor
Vol 7 no 7 (February 12, 2013)
The Milton Friedman Centenary: One Hundred Years of Surprisingly Little Solitude
The Best Tool You’ve Never Heard Of
Ten Minutes that Uncovers What’s Really Important to Prospects
Two Things about High-Yield Bonds Investors Must Understand Today
Staying Active on Social Media: Ten Ways to Generate Relevant Content on a Frequent Basis
Manage Your Time More Effectively with a Model Week
From Humdrum to WOW
Can a Salesperson Help – or Hurt?
Vol 7 no 8 (February 19, 2013)
Tough Times for Classic Value Investors
Alan Greenspan on the Market and the Global Economy
The Three Minutes that Cost a Million-Dollar Prospect
Six Recommendations for Working with Widows
Kyle Bass on Inflation and How to Protect Against It
How to Improve Your Presentation Skills
Asset Class Allocation and Portfolios
Ducks, Swans and Old People
Letter to the Editor
Vol 7 no 9 (February 26, 2013)
Can Advisors Add Value Through Fund Selection?
Howard Marks’ Warnings and How to Protect your Portfolio
Five Ways to Improve Your Investing Decision Making
What a 29-Year Old Can Teach You about Referrals
Are There Too Many Financial Advisors?
Vol 7 no 10 (March 05, 2013)
Breaking Free from the Safe Withdrawal Rate Paradigm: Extending the Efficient Frontier for Retiremen
Global Equities Update
What Economists can Learn from Downton Abbey
Selecting Truly Active Equity Funds
What to Say When a Friend Doesn’t Want to be a Client
You’re The Cream of the Crop: Key Findings from the 2012 Advisor Perspectives Reader Survey
Increasing Center-of-Influence Referrals
Letters to the Editor
Vol 7 no 11 (March 12, 2013)
Client Communication beyond the Newsletter
Letters to the Editor
Three Ways to Turn Referrals into Clients
Bill Ackman on What Makes a Great Investment
Gundlach: Investors are asking the Wrong Question
America’s Criminal Crony Capitalism
Musings of a Psychopath
Vol 7 no 12 (March 19, 2013)
Putting GMO’s Ideas to Work: Protected Leveraged Investing
Five Steps to Demonstrate Your Value Today
Understanding the Role of SPIAs in a Retirement Portfolio
Paul Matlack from Delaware Investments on the Direction of the Bond Market
How My Firm Hires Great Employees
Cutting Through Financial Jargon
Vol 7 no 13 (March 26, 2013)
How to Invest Like Buffett
A Cry for Help from Income Investors
How to Communicate Your Account Minimum
Adapting the Yale Model for Clients
Contagious: Why Things Catch On
When Employees Get Too Friendly with Clients
Vol 7 no 14 (April 02, 2013)
Choosing an Actively Managed Fund: What Works and What Doesn’t
The Most Important Practice Management Challenge
Bernanke’s Motives Behind Quantitative Easing
New Research on Investor Behavior
A Q1 Letter to Clients: Why Warren Buffett is Bullish on Stocks
The Online Advantage: Findings from the Advisor Perspectives Mutual Fund-Site Survey
When the Boss is the Bottleneck
Vol 7 no 15 (April 09, 2013)
Four Bold Innovations that will Revolutionize Financial Planning
John Hussman – Why Prospective Returns Are Low
The Myth of the Casually Competent Investor
Four Steps to Becoming the Primary Advisor for Top Clients
The Evidence that Emotion Dominates Market Pricing
Tips for Building a Compelling Web Site
The “Big Lie” of COI Referrals
Letter to the Editor
MLPs: Winning Streak Broken, Growth Story Intact
Career Opportunities
Vol 7 no 16 (April 16, 2013)
Michael Pettis - Can China Save Itself?
Will Germany Lead the World’s Energy Revolution?
Why Landing Clients is Like Dating – and Seven Other Rules for Prospecting
Using Behavioral Data to Earn Superior Returns
Making the Numbers
Dealing with an Obnoxious Wholesaler
Take Two Tylenol and Call Me in the Morning
Career Opportunities
Letter to the Editor
Vol 7 no 17 (April 23, 2013)
The New Challenges to Reinhart and Rogoff
Looking Back at Peak Oil: The Coming Crisis in Energy Supplies
How to Help Your Middle-Class Clients Retire
Investment Risk is the Chance of Underperformance
Venerated Voices™ Q1 2013
Enforcing an Office Dress Code
Create Mission and Vision Statements That Drive Your Business
Career Opportunities
Letters to the Editor
Vol 7 no 18 (April 30, 2013)
The Most Underappreciated Threat to the Advisory Business
The Best Solution for Protecting Retirement Portfolios: Put and Call Options versus GLWBs
Electric Vehicles: The Devil is in the Battery
Implementing Behavioral Portfolio Management
How to Make a Big Impact in the First 10 Minutes of Your Day
Best Practices for Following Up After a Prospecting Event
Letters to the Editor
Stockman to America: Sinners, Repent!
Vol 7 no 19 (May 07, 2013)
Niall Ferguson: Four Reasons Why the U.S. is Failing
Breakaway Brokers: What the Data Really Say
How to Construct a Low-Cost Conservative Portfolio
Mutual Fund Companies Need to Prepare for a Changing Environment Fund Industry Turbulence Ahead
The Satisfaction Gaps that Cost You Clients
Establishing the Matriarch of the Family Legacy
Eight Ways to Improve Your Relationship with Your Boss The Art of Managing Up
On Trees and Forests
Meredith Whitney – State-issued GO Muni Bonds are Safe
Vol 7 no 20 (May 14, 2013)
Is Kyle Bass Wrong About Japan?
David Rosenberg – My Love Affair with Bonds is Over
Nouriel Roubini: Four Reasons Investors Should be Worried
Mohamed El-Erian: The Three-Speed Global Economy
Curing Smartphone Addiction
Framing the Referral Discussion
Letter to the Editor
Nassim Taleb on the Anti-Fragile Portfolio and the Benefits of Taking Risks
Vol 7 no 21 (May 21, 2013)
Career Opportunities
Measuring the Cost of Socially Responsible Investing
A Cry for Help from Income Investors
Do Annuities Reduce Bequest Values?
How Responding to Client Requests is Like Returning a Sweater to Sears
Social Media Best Practices: Slow and Steady Wins the Race
Five Tips for Winning in the “Trust and Value” Economy
Does Your Firm Need a COO?
A CFA and Three CPAs Walked into a Room...
