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

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.
When Clients Lose Mental Acuity
Working with clients who are losing mental capacity can often be a difficult and touchy task. But advisors can take steps to address the problem in a caring way.
Breathing New Life Into an Old Marketing Strategy
Small town advisor Ken Savells had always put marketing on the backburner in his practice. Then he hired a much younger advisor who had him take a completely new tack: using social media.
How to Find a Niche
A panel of experts answer the question, "What is the most efficient niche strategy for a boutique firm advisor?"
Suddenly Single
Advising a newly single client requires navigating sensitive emotions before talk turns to money.
Reading a Client’s “Tell”
Figuring out what type of personality you’re dealing with can help you communicate more effectively with clients and prospects
Growing Pains  1
This Houston advisor wants to bulk up his office, offer more fee-based services and tap high net worth clients. Our industry experts have some tips.
Moving Toward Fees  2
Transitioning to a fee-based business has never been easier. And since most clients don’t understand how you get paid anyway, the move is a chance to clear the air and explain your value.
You’re the Boss
Growing from a practice to a small business means hiring support staff. But for many financial advisors, moving into the role of employer and manager doesn’t come naturally. Here’s some tips.
Building a Business From 3,000 Miles Away
How can a growth-oriented advisor build out her business when she’s only in town two weeks a month?
Finding Time 1
Many advisors struggle with allocating the most valuable asset any of us have: Time. Here is how three advisors do it.
Face Time  1
It’s the rare advisor who wouldn’t like to spend more productive time with clients. But making the most of that time is essential to maintaining clients’ loyalty and ideally turning them into referral sources. Here's how to do it.
Getting the Word Out 1
Positioning yourself as an expert on a particular niche of financial planning is a great strategy, but how do you convince others of your acumen? Our panel of experts have some tips.
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