Updated Monday, May 20, 2013 as of 12:21 AM ET
John J. Bowen, Jr.

Recent Stories From This Author

5 Success Tips From High-Performing Advisors

April 1, 2013
A new study of high-earning advisors offers 5 clear success tips.

For Advisors, a Client-Centered Shift

March 1, 2013
More advisors are shifting toward a broader approach and away from investment management.

5 Ways to Act Like an Entrepreneur

February 1, 2013
Whether you run your own firm or your practice is part of a larger organization, an entrepreneurial strategy will help you create long-term success.

How to Increase Client Satisfaction

January 1, 2013
It's not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty.

Making Introductions Happen: Request and Receive Referrals From Existing Clients

December 1, 2012
Use this 9-step process to request (and receive) referrals from your existing clients.

C'mon, Get Happy!: Advisors See Link Between Happiness and Success

November 1, 2012
Think success brings happiness? That's not the way it works. In fact, it's the other way around.

Elite Advisors' Best Practices: What Makes for a Successful Planner

October 1, 2012
Developing a vision and a plan for your business takes focus, collaboration and consistency. And it's how the best performers enhance their success.

Planners; Reset Your Social Media Strategy to Attract Affluent Clients

September 1, 2012
Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).

Go Team: Advisors Need to Get Their Employees Behind Them

August 1, 2012
A key challenge often is not creating a strategy for a firm, but getting employees to buy in.

From Hunter to Farmer

July 1, 2012
Conversational marketing is a smart way to attract new clients. Here's how to nurture new and lasting relationships.

Get With the Learning Program

June 1, 2012
Education - formal or informal - will sharpen your staff.

Borrow From the Best

May 1, 2012
You can learn a lot from the most successful advisors. Here's how to adopt their strategies.

The Off Ramp

April 1, 2012
Getting ready to exit your business is all about building value and timing. Here's how to transition effortlessly and smartly.

Multiple Personality Syndrome

March 1, 2012
If advisors think the affluent are an easily definable demographic, they should think again - and get to know the different types in this non-typical group.

This Time, It's Personal

February 1, 2012
Learning how to mine your past through a well-crafted story that tells a lot about what you believe can help you attract and keep clients.

Money Belters

January 1, 2012
The voice is one of the most powerful - and unsung - tools advisors have to get their message across to clients.

Strategies for 2012 and Beyond

December 1, 2011
As you look back at how your business has fared this year and envision ways to continue to improve it, here are a few pointers to keep in mind.

Learn To Let Go

November 1, 2011
Dropping less-than-ideal clients will make you more productive and allow you to build a more suitable practice.

Listen Deep

October 1, 2011
You can only meet your clients' needs - spoken or unspoken - if you understand the world from their perspective.

I Write, Therefore I Am

September 1, 2011
How do you take yourself and your practice to the next level? In the Internet era of the Information Age, tell your story in the media.
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