IMCA | November/December 2009—Practice Management

Feature Articles
“Appreciative Financial Planning™: Harnessing the Power of Appreciative Inquiry for Your Advisory Practice,” Edward A. Jacobson, PhD
“Blogging: A Financial Advisor’s Opportunity,” Andy Hyer, CIMA^®, CMT
“Compensating Staff to Achieve Results,” Reginald A. T. Armstrong, CPWA^®
“Errors and Omissions Liability: Due Diligence and the Risk Management Process,” Andrew J. Fotopulos
“How Should a Plan Sponsor Evaluate Their Current Defined Benefit/Defined Contribution Plan Investment Consultant?” Cliff A. Sellery,” CIMA^®, CFP^®
“In Search of an Honest Man: The Case for Investment Outsourcing,” Robert M. Balentine
“LinkedIn or Left Out: Successful Networking in the Digital Age,” Kip Gregory
“The Nine Lives of the Buy-and-Hold Approach, Fran Kinniry,” CFA^®
“Phoenix(s) Rising: Wealth Management Trends Emerging from the Financial Crisis,” J. Gibson Watson III, CIMA^®
“Outsourcing for RIAs,” Larry Sinsimer
“Practice Management: Productive Response to Stress,” Cynthia Harrington, CFA^®, and Michele Pato, MD
“The Rationale for Global Tactical Asset Allocation,” John M. West, CFA^®, and Robert D. Arnott
“Rule 452: What It Means for You," Artie Regan
“Structuring Distribution Strategies for Retirees in a Bear Market,” Jack Gardner CIMA^®
“What’s It Worth? Buying a Financial Advisory Practice in a Seller’s Market,” Donald W. Patrick, CFP^®
“What Type of Advisor Are You?” Jamie Ziegler

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