June 23, 2015
Harvesting data can ensure that accounts you manage are meeting their objectives and can offer marketing opportunities.
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.
June 15, 2015
The partners who own a firm need to create a compensation structure that accounts for their own changing roles over time.
June 9, 2015
Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.
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.
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.
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.
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.
April 7, 2015
Conversations with several star execs from the financial advisory sphere reveal insights and action steps that could help other advisors.
April 2, 2015
When it comes to actual dealmaking, using multiples is a dangerous and irresponsible way to value RIAs.
March 27, 2015
A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.
David Lo, Annie Catchpole
March 23, 2015
When recently polled, U.S. high-net-worth clients gave their advisors a grade of C-.
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.
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.
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.