Anne Field

Columnist: Fix My Business

Anne Field, is a veteran business journalist. Aside REP., she also writes for Bloomberg/BusinessWeek, The New York Times, and, among others. Her other areas of specialty include small business and management, in addition to triple-bottom line companies. She’s won numerous awards for her articles, including the American Society of Business Publication Editors Award for Best How-To Article and Best Case Study. She lives in Pelham, N.Y., with her husband Geoff Lewis and two children.  You can see more of her work by visiting

A Focus on Philanthropy
Charitable planning can give you an edge, but commitment is key.
Stumbling Towards a Team
Ensemble-based practices perform better, but there are pitfalls along the way; here’s how to avoid some common ones.
How to Recruit from the Top
HudsonPoint wants to recruit wirehouse reps with bigger books of business. Our experts suggest more targeted marketing efforts.
Looking Abroad for New Business
Some advisors are finding a lucrative niche serving foreign clients with financial interests in the U.S. But it’s a steep learning curve, requiring a network of professionals with domain expertise and an ability to put in plenty of time before converting prospects.
How To Go Robo
According to a handful of advisors that have recently adopted so-called “robo” investment platforms into their practice, they are finding new areas of growth, saving time and, in some cases, rethinking their fees.
How should an advisor—who’s already on social media—best harness the tool to grow his practice? Our panel of experts weighs in.
How Long Should You Take to Land a Prospect?
As long as it takes, if the client is worth it. But expect the crucial part of the process will always be the final meeting.
Compensation Alternatives
Some advisors—and clients—are beginning to suspect the traditional fee based on assets compensation model is flawed, and are experimenting with alternatives.
Getting Beyond the $10 Million Plateau
Does a $10 million advisor grow by buying a book? By getting a junior partner? Or is there another way? Our panel of experts weighs in.
Job Hoppers
Sometimes, the best training a financial advisor has is the years previously spent working in an unrelated profession.
Plug And Play?
MBM Wealth Consultants is looking to bring advisors into their network and provide them with tools and resources in exchange for a slice of revenues. Why aren’t they having more luck finding any takers?
Boosting Curb Appeal
Want the most money for your firm when it’s time to sell? Start turning your practice into a business at least five years before you intend to pull the trigger.
Listening In
How to solicit honest client feedback to grow your strengths - and fix your weaknesses.
Niche Play 3
Targeting clients who belong to a specific profession can set your practice apart. Here’s how to go about it.
Where Are They Now?
Every few months, we profile an advisor struggling to overcome a practice-management hurdle. Then a panel of three experts offers advice and tips. Looking back over the past couple of years, here’s how a few have fared.
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