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When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.
It's time to stop talking about 'finding your passion.' There's another strategy advisors should consider.
New U.K. regulations will force advisors there to make big changes. You should consider following their lead.
Five steps you should take now to protect your firm from fraud.
End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.
Are you purposefully and holistically managing each touch point a client has with you, your staff and your firm?
Charitable giving is something advisors should be thinking about and discussing with clients all year long.
Preparing for succession is a nerve-wracking endeavor for many planners. Creating a peer review survey for everyone in your office will make the job easier.
Separate yourself from the pack by articulating your unique offering. It could increase your visibility and help you capture new business.
10 steps to help you evaluate your practice from top to bottom and potentially boost your profits.
Although it can be complex, financial planning doesn't have to be drudgery. Advisors who make the process enjoyable are more likely to keep clients.
It may feel like a full-scale invasion, but you can survive an SEC audit- if you're prepared for it.
Advisors who want to work at their highest and best use could take a lesson from physicians who use relative value units to prioritize their time and activities.
Are your quarterly client letters getting to the heart of your clients' concerns? Here's one that hits the mark.
What is most important to the clients you serve? Is it service, security, safety? Do your clients even know?
Two years after the economic meltdown, the stock market is still volatile and investors are still worried. Here's how to keep them engaged.
Luminaries from the first wave of financial planners fielded probing questions from Texas Tech students. Their answers may surprise you.
Before you can step back from your practice, you have to prepare for someone else to step in. That will require looking at it in a new, dispassionate way.
Competing ideas may pit financial advisors against one another, but a much more powerful force should unite them the desire to serve clients well.
Conversations with clients can be awkward, especially when they are emotional. here are ways to make discussions more fruitful.