Two Blunt Questions You Should Ask Staff Members Regularly
How do you get the most out of your staff? You depend on client service associates, junior planners and other team members... Read More
When Client Relationships Get Toxic—And What to Do About It
It’s rare—but sometimes client relationships turn ugly. I spoke to advisor awhile back who was forced to fire a client who had... Read More
News Roundup: Robo Lessons, What Young Planners Want, and 401(k) Plan Predictions
Practice Management If you have plans to incorporate a digital advisory solution into your firm, “know where you’re going before you begin... Read More
News Roundup: RIAs discount fees, breakaways bleak on brokerage, and options for underfunded retirement
Practice Management A recent Fidelity RIA benchmarking study finds that fee discounts are on the rise as advisors contend with declining revenue... Read More
Shake Up Your Advisory Practice in the New Year
A new year can inspire us to make positive changes, whether it’s hitting the gym more faithfully, spending more quality time with... Read More
News Roundup: Tech survey results, new educational programs, and digital nudging
Practice Management Mobil apps top the list of “tech that will change wealth management” in Financial Planning’s 2017 technology study. The publication... Read More
Do You Need to Take a Time Out from Prospecting?
Sometimes you need to briefly set aside productivity to get organized. This happened to me just last week when I recognized that... Read More
News Roundup: Four specialists for your team, Merrill to stay in Protocol, and how to delay or minimize RMDs
Practice Management Independent advisors can’t operate like an island. Their success lies in creating a network of specialized experts who can address... Read More
This Free Mobile App Could Replace Your Business Plan
I’ve been writing about business planning a long time! I always hear financial advisors tell me that the years they take the... Read More