Advisor strategies

Positive psychology might be the key to determining just what a client needs.

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

Social media is included in regulatory requirements.

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Advisers looking to make a big business breakthrough might be good candidates to sign up for a coaching program.

Family members differ dramatically when it comes to wealth planning, according to a recent Merrill Lynch study. Here's how advisers can start a dialogue with relatives that answers their wealth planning needs.

Employees signing on to the PBE through their employer gain access to a unique package of discount coupons for movies, amusement parks, car rentals and sporting events.

What is your unique value proposition? What is the strategic direction of your practice? What can you do that will really drive referrals? The best answers may come from consultants often underutilized by financial advisors – your clients.