Todd Burkhalter

Could your clients use a life insurance audit? The most common life insurance mistakes involve the amount and type of coverage and beneficiary designations.

With so many financial services-related conferences vying for the attention and attendance of advisors and wealth managers, how do you determine if a particular conference is worth committing to and what are you really hoping to get out of it?

Wealth managers are still struggling to create a full-service family office practice on a mass scale primarily because most advisors still aren't taking the entire family into consideration. Here are some ideas that can help.

Advisors and firms need to get over their aversion to audits and, instead, use them as an opportunity to improve client service and internal efficiencies.

For years, advisors have waffled their way into utilizing social media, but most are failing.