Are You Prepared for Consolidation?
Independent advisors should be readying themselves more aggressively for sale and consolidation, a new study says.

9 Tips for Teaming Up
Coupling up, in the business sense, can increase income by 32% or even more, according to a recent Fidelity study.

7 Dos and Don’ts for Calling Referral Prospects
So you've met a great prospect or received a great introduction. What's next? Bill Cates offers dos (and don'ts) for what to say when you call your new prospects.

Create an Office That Wows Clients
What impression do your clients get when they enter your office before even saying word? Are they comfortable and receptive or turned off? Ron Carson says little things can go a long way when it comes to attracting and retaining clients.

How to Stand Out From the Crowd
The average high-net-worth investor is changing and that spells a significant opportunity for advisors.

The Value of Human Capital
Any firm that wants to grow needs to consider how to best manage one of its key assets—its people. Unfortunately, Matt Matirisian reminds us, although most advisors are great entrepreneurs and visionaries, they are not necessarily good people managers.

Research Roundup: How to Take Advantage of the Great (Sector) Rotation
One beneficiary of the 2013 US stock market rally: defensive sectors.