Practice Management at the Highest Level

We know financial advisors value and respect the experience of other advisors. This series leverages recent in-depth interviews with some of the nation’s top advisors who wanted to share. The results are insights, advice and concrete tools you can use to help elevate your business.

Focus on the Bottom Line

We spoke with Jerry Pearson from the Tholl Pearson Group at Morgan Stanley to learn about his practice that is focused on performance and risk-adjusted results.

Learn how he produces the most effective returns

Building a Brand

Jeff Schiffman with Schiffman Wealth Management at UBS shares his thoughts on serving as a third-party fiduciary and advisor to entrepreneurs, small businesses and professional practices.

Learn from his experience in providing sophisticated retirement planning strategies

Planning Increases Confidence

Eliot Weissberg of Raymond James reveals his strategy that teaches clients and advisors how to successfully build mutually beneficial relationships that support long-term planning.

Learn tips on how this goal-based planning approach works

Creatively Addressing Risk

We spoke with Ted Lucas of Lattice Strategies about his firm’s approach to diversification and risk in client portfolios and the importance of multi-layered risk controls.

Learn ways to improve clients' investment outcomes

Elite Advisor Intelligence

March 2014 | Issue 9

Learn how top advisors are serving client needs in today’s market.

The information obtained from this research is derived from third-party sources deemed reliable, and is provided to you for educational purposes only. BlackRock cannot guarantee the completeness or accuracy of the information provided.

©2014 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, ELITE ADVISOR and iSHARES are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

Prepared by BlackRock Investments, LLC, member FINRA.

FOR FINANCIAL PROFESSIONAL USE ONLY.  Not Approved for Clients or the General Public Under Any Circumstances.

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