Registration Consultant's Toolbox   Professional Development Process and Technology Practice Management Investment Products Fast-Breaking Innovations      (Current Issue) Past Issues of Senior Consultant Senior Consultant, 2003 Senior Consultant, 2002 The Society of Fiduciary Advisors Fiduciary Investment      Standards Initiative (FISI) FISI Nomination How to Add Value The Advice Imperative The Process of Adding Value The Technology of Adding Value How to Manage Your Practice Leveraging Through a      Division of Labor Leveraging Through Technology Defining Your Value Proposition Creating Transferable Value in      Your Practice How to Grow Your Practice Sales and Marketing Market Segments The Best and the Brightest Profiles The Society of Senior      Consultants The Society Membership Nomination Questionnaire Standards Initiative Industry Benchmarking Studies Professional Development Development Menu Access Methodology Firms on the Leading Edge The Next Generation Thesis Investment Products Innovations Developments Asset Management Commentaries Performance Analyses Firms About Us Our Mission Our People An Invitation Our Beginnings Return Home		Professional Development Sponsored by: Click here to check for powerful Consultant Toolbox Solutions Some of the documents you are about to downloaded are in pdf format. Thus, you will need to have Acrobat Reader* software installed on your computer.         What You Must Do Today To Be Ahead Tomorrow Steven Drozdeck, President, The Progress Center Yesterday's "value-added" is today's "acceptable standard" ... is tomorrow's "yawn." What are you going to do today in order to be ahead of the pack tomorrow? There are major changes within our industry that are impacting your ability to do business. Your business survival is at stake. Here you will learn some success strategies for professional development that will help ensure your continued success. (Download article in pdf format.)         Investment Consulting Craft Trades Up to 21st Century Ron Surz, President, PPCA, Inc. Successful investment consulting encompasses two distinct crafts: the ability to develop quality advice and the skill to deliver that advice. This article focuses on the pressing need for the use of current technology to bring about evolution and modernization in the first of these crafts. Only if this occurs can clients truly benefit from what we have learned about investing over the past 20 years. (Download article in pdf format.)         Mega Producers: Part III - Important To-Do's by Steve Drozdeck, President, The Progress Center. While some of the next steps are obvious, none are easy. All require a high degree of dedication and the courage to delve into areas that substantially stretch one's comfort levels. (Download in pdf format) Quick Page Links:    Registration    Consultant's Toolbox    Fast-Breaking Innovations    Society of Fiduciary Advisors    How to Add Value    Managing Your Practice    Growing Your Practice    The Best and Brightest    Benchmarking Studies    Professional Development    Firms on the Leading Edge    The Next Generation Thesis    Asset Management    About Us    Return Home Sponsored by iShares Click here to check for powerful Consultant Toolbox Solutions         etNetworks Show the Industry How to Assimilate All the Changes Necessary to Empower Financial Advisors to Add Value by Stephen C. Winks. On-line learning is not the next big thing, it is the "now" big thing. In times of dynamic change, it is the learner who inherits the future. Literally every significant issue the financial services industry faces over the next three years demands a learning imperative. Firms such as etNetworks have created dedicated channels (Financial Services Network) to concentrate on learning solutions which meet the investment industry's extraordinary needs. (Download in pdf format)         IMCA Leads Industry in Training by Stephen C. Winks. Smith Barney and Merrill Lynch, two of America's largest retail financial services firms, are emerging as major players in the institutional investment manage consulting businesses. Of the 1,699 plan sponsors with more than $100 million in assets that use consultants, Smith Barney Consulting Group has 65 plan sponsor clients, ranking it ninth among all institutional consultants and just three clients away from the sixth spot, held by Hewitt Investment Group. Merrill Lynch Consulting Services comes in at 14th with 46 plan sponsor clients having assets in excess of $100 million. (Download in pdf format) [Return to the Top] *If you do not presently have Acrobat Reader installed on your computer, you may go to http://www.adobe.com for a FREE download. Located at the bottom of this web page is a yellow and red icon which reads "Get Acrobat Reader." Clicking onto this icon will take you to another Adobe web page. At the bottom of this page, click "Get Acrobat Reader FREE" and go to the appropriate downloaded page. Follow the instructions for downloading and proper installation. If you should have any problems with this page, please e-mail us at Support@SrConsultant.com. Your satisfaction is of utmost importance to us! (c) 1998-2004 Senior Consultant, 1457 Crystal Springs Lane, Richmond, Virginia 23231, Phone: (804) 643-1075, Fax: (804) 643-1544.