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A MONTHLY UPDATE ON TRENDS & TACTICS FOR BUILDING YOUR BUSINESS
Practice Management PRACTICE MANAGEMENT

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December 24, 2013

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How to Detect Clients Who Are Lying
Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.

11th Hour Tax Strategies for HNW Clients
As 2013 draws to a close, here are some tax planning tips for your clients.

5 Ways for Advisors to Master LinkedIn
If you have a strong profile, are comfortable with using the search function to send invitations and get referrals, you might be ready for the next challenge. Here are five tips to turbo-charge your use of LinkedIn.

Onboarding New Advisors: What You Need to Know
Adam Thurgood leads the effort at HighTower's Las Vegas office to recruit and hire younger advisors. But once you've hired a new advisor, how do you get them up to speed?

Tips for Helping Wealthy Clients With Children
Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.

IRS Provides Guidance on In-Plan Roth IRA Rollovers
The IRS has issued guidance on rollovers within a retirement plan to designated Roth IRAs in the same plan.

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Videos

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Slide Shows

Advisor Picks: 20 Must-Read Books

Smart Ideas for Working With Female Clients

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2013 Pro Bono Awards: Who Won?

Top Retirement Destinations Overseas

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