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

Opening the Kimono
“Study groups” are growing in popularity among advisors, and can range from simple conference calls to gossipy luncheons to elaborate three-day retreats where everyone opens their books. Here’s what to expect when advisors get together.
The Measured Practice
You can ask for referrals and recruit prospects. But by tracking the time spent on each relationship – sometimes down to five-minute increments – with a tight focus on efficiency, these advisors have grown their practices from the inside out.
¿Tiene Usted Un Plan?
A young advisor, originally from Spain, wants to build a business serving international clients living in the U.S., but isn’t sure where to begin. We turn to our panel of experts to help him.
Going Solo
While there are many merits to having partners in the advisory business, for some being a lone practitioner is the only way to go. But it’s crucial to set expectations – and boundries – with clients.
Nailing Your Niche
Focusing on a niche market is often considered the road to success, but even the most promising niches don’t always pan out. You may need to make switch.
You Fixed My Business!
We checked back in with a few of the advisors profiled in this column over the years to see how they fared. Turns out, they took most of the advice, and did pretty nicely with it.
Central Casting for Prospects
Clients tend to fall into classic types. Here’s how to identify and woo a few common ones.
Time Well Spent with David Allen
Since publishing the seminal guide to time management Getting Things Done a decade ago, David Allen has risen to become the high priest of personal productivity helping hundreds of thousands get out from under the time crunch.
Courting Centers of Influence
Getting referrals from so-called centers of influence requires some strategizing. Here are several smart approaches that advisors are using to build these relationships and reel in new clients.
Slow Growth Hustle

After launching a practice two years ago, an RIA is ready to take the next step: ramping up growth in assets and revenues. But he's not sure how to do it.

Human Behavior
Behavioral finance suggests investors are often irrational when it comes to money. Some financial advisors are having great success incorporating the principles of behavioral finance with clients.
The Art of Writing A Check
A carefully designed compensation model is key to a successfully run practice. Here’s how to make pay work for you instead of against you.
How to Sell Out 1
Creating a plan for exiting the business takes time.
New Town, New Strategy
Moving to a new town without losing any of your old clients is easier than ever.
How to Bust Out to a Fee-Only Model
Pat Howley plans to cut the cord and become a fee-only advisor — only he's not rushing it. Howley left Wachovia two years ago, after 20 years at A.G. Edwards, to join the Moneta Group, an RIA in St. Louis, determined to drop his Series 7. But, with 60 percent of his business in commissions, he knew it couldn't happen right away.
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