Dave Lindorff
Contributing WriterDave Lindorff, winner of a 2019 “Izzy” for Outstanding Independent Journalism from the Park Center for Independent Journalism, is a freelance writer for Employee Benefit News.
Dave Lindorff, winner of a 2019 “Izzy” for Outstanding Independent Journalism from the Park Center for Independent Journalism, is a freelance writer for Employee Benefit News.
It's not just for December, but a smart approach throughout the year.
Even alternatives must be readily convertible to cash.
The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.
Pair a staffer junior with a senior advisor; they just may come up with something.
The key is creating a portfolio that clients will stick with through thick and thin.
It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.
Advisers tend to be too optimistic about what selling the practice will mean for their golden years.
Firms can add clients and improve eventual purchase prices by planning for the future.
Unexpected health emergencies make succession planning much more than a retirement issue.
One expert feels the marketing advantage is exaggerated because clients come into an adviser relationship like a marriage: "They’re not expecting to get divorced.”