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

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.
First Timers
Cold calling is out; networking is in. Here’s how to jump start a practice – from scratch.
It’s Not All About You
You can’t be a full service financial planning firm if it’s all about one person.
Aide to the Hearing Impaired: Richard S. Brown
About two years ago, at a banquet where he received an award for his work on the board of the Minnesota Special Olympics, Richard Brown met the cofounder of the Starkey Hearing Foundation and CEO of Starkey Hearing Technologies.
A Mother’s Mission: Shelly Church
As tragic as that was, it inspired her. She organized fundraising walks around her home of Naples, Fla., and ran the local chapter of the American Heart Association.
Drowning in Accounts
The first challenge? Getting clients. The second? Getting rid of them.
Printer? Check. Office Supplies? Check. But Where is The Corporate Ladder?
Successful firms have defined career tracks, and they usually end at “partner.”
Volunteering Pays Dividends
Supporting a charitable organization can do wonders for the soul. It may also be a path to new clients, if handled correctly.
Grooming the Reluctant Apprentice
A New Jersey advisor thought he had the perfect match for a junior partner, until she got cold feet about moving into the client spotlight. Our panel of experts helps them reconcile opposing goals.
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