Carolyn McClanahan

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

"Just the talk about the rule has been free advertising for planners committed to prioritizing their client's needs over juicing their own compensation," says one leading fiduciary planner.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

Here’s how to help prepare clients for what comes next.

We have the most expensive and fragmented health care in the world, so now what?

Putting a disaster plan into effect to protect a practice and a home in Florida.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Set the firm’s tone through these imperatives and give a copy to employees in the final interview.

"I have a terminal illness." "My daughter is in rehab." How planners can respond to disturbing comments or questions.

Advisers should ask key questions to best estimate how much retirement savings is really needed.

Advisers should ask key questions to best estimate how much retirement savings is really needed

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

Even as she helps clients prepare financially for the future, doctor and adviser Carolyn McClanahan knows "the future could be gone in the blink of an eye."

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

Top priority: Simultaneously taking care of yourself, your clients and your employees.

Even the most conscientious practitioners make mistakes — but how you deal with them can help set you apart from the crowd, says M.D.-turned-CFP Carolyn McClanahan.

“My goal was to be revenue neutral in the transition but more fairly allocate fees to reflect the actual work I did with each client,” one advisor says.

This MD-turned-CFP relies on the “BATHE” psychiatric tool to help discern what’s really going on with clients.