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Top 10 Stories of 2012

FP Magazine Top 10 Stories of 2012 FP Magazine Top 10 Stories of 2012

From veteran advisors battling to keep clients away from financial danger, to some of the top schools grooming the next generation of advisors, 2012 has been a year of both growth and opportunity for the financial advisory sector.

As we looked back at some of the key events and issues of the year, several stories generated a wide amount of attention among our readers.

Here are Financial Planning Magazine’s Top 10 stories of 2012.

What Millionaire Women Want What Millionaire Women Want

Married millionaire women are more risk averse, more interested in holistic financial planning and they may be better candidates for financial advice than their male counterparts according to research released by Fidelity.

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When Social Media Helps Reel in a Big Prospect When Social Media Helps Reel in a Big Prospect

Young and up-and-coming planner Winnie Sun is a passionate advocate for the role that social media can play in attracting Generation Y clients. But recently a routine LinkedIn inquiry she made yielded a benefit that surprised even her: a huge client prospect who she thinks she never could have met otherwise.

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Financial Planning 2012 TECH SURVEY Financial Planning 2012 TECH SURVEY

The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.

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8 Key Planning Issues for 2013 8 Key Planning Issues for 2013

If Congress allows Bush-era tax cuts to expire next year, planners everywhere must be aware of the “fiscal cliff” their clients will confront.

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Making Introductions Happen: Request and Receive Referrals From Existing Clients Making Introductions Happen: Request and Receive Referrals From Existing Clients

Getting introductions from current clients is the most important way to generate new clients, but too many advisors do not regularly reach out to their clients to ask for these crucial introductions. How can you make it happen.

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10 Biggest Estate Planning Mistakes 10 Biggest Estate Planning Mistakes

Sometimes, in order to lock in the $5 million estate planning tax exemption, clients gift away their “excess” assets. While gifting is good, and even better if you can avoid taxes by doing it, some clients give away too much, and are no longer able to maintain their standard of living in retirement.

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The Art of Conversation: 8 Tips for Successful Advisors The Art of Conversation: 8 Tips for Successful Advisors

Being a good conversationalist is a skill that many advisors seem to forget when they are with prospective clients. Here are 8 tips to make sure it doesn’t happen to you.


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9 Ways to Keep Clients From Overspending in Retirement 9 Ways to Keep Clients From Overspending in Retirement

Even the best-laid retirement plan can come unraveled if clients and their advisors aren’t proactive about setting reasonable spending limits and sticking to them. Here are nine ways advisors can keep their clients from overspending throughout their retirements.

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Top 10 Traits Firms Want From New Advisor Hires Top 10 Traits Firms Want From New Advisor Hires

Financial planning, when it’s done right, requires a lot of different skill sets. So what exactly are firms looking for when it’s time to bring someone new aboard? Here's what the people who actually make the personnel decisions had to say.

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25 Great Schools For Future Financial Planners 25 Great Schools For Future Financial Planners

The academic landscape for financial planning is shifting rapidly. Here's where to find the next generation of advisors.

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From veteran advisors battling to keep clients away from financial danger, to some of the top schools grooming the next generation of advisors, 2012 has been a year of both growth and opportunity for the financial advisory sector.

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