Better Ways to Use Client Data You Already Have

Michael Wilson
June 23, 2015

Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.

5 Measures of Client Loyalty

Wayne Badorf
June 22, 2015

Grading clients on actions they have taken over the years can be valuable in helping advisors know where to expend their energy.

RIAs: How to Fix Your Pay Structure

Matt Matrisian
June 15, 2015

The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.

Biggest Risks to Your Lifestyle Practice

Chris Kirby
June 9, 2015

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

RIAs: Stop Discounting Your Fees

Yvonne Kanner
June 8, 2015

Some RIAs cut fees in their efforts to turn prospects into clients. But doing this can be a trap that negatively affects the perceived -- and real -- value of a business.

Teaming Up Pays Off -- But Choose Wisely

Bill Williams
April 30, 2015

Teams can be more productive, acquire more clients and tend to have better long-term growth, but joining or building a group that will thrive is no small task.

Your Clients Deserve a Second Opinion

Melissa Joy
April 29, 2015

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Not Quite Ready to Sell Your Firm? Here's How to Get There.

Jason Card
April 27, 2015

Even if you think you're ready to find a successor, make sure you've taken these three steps to pull back and prepare for a sale.

Pro Tips: 5 Action Items From Star Advisory Execs

Steve Sanduski
April 7, 2015

Conversations with several star execs from the financial advisory sphere reveal insights and action steps that could help other advisors.

Stop Using Revenue Multiples: Better Tools for Valuation

David DeVoe
April 2, 2015

When it comes to actual dealmaking, using multiples is a dangerous and irresponsible way to value RIAs.

'Cake Boss' Fix for a Stale RIA

Yvonne Kanner
March 27, 2015

A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.

Client Satisfaction: Can You Beat a C-? Maybe Not.

David Lo, Annie Catchpole
March 23, 2015

When recently polled, U.S. high-net-worth clients gave their advisors a grade of C-.

Carson: I Grew My Practice Despite 3 Weeks of Bed Rest

Ron Carson
March 13, 2015

A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.

You're Not Ready to Buy Another Practice. Here's Why.

Jason Card
March 13, 2015

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

Advisors: Better Way to Write Your Bio

Kellie Gibson
February 11, 2015

Your success as an advisor hinges on the relationships you build with clients. But before you can start, you must first appear to be someone with whom that is possible.

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