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.