Dave Lindorff

It's not just for December, but a smart approach throughout the year.

Even alternatives must be readily convertible to cash.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Pair a staffer junior with a senior advisor; they just may come up with something.

The key is creating a portfolio that clients will stick with through thick and thin.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

Firms can add clients and improve eventual purchase prices by planning for the future.

Unexpected health emergencies make succession planning much more than a retirement issue.

One expert feels the marketing advantage is exaggerated because clients come into an adviser relationship like a marriage: "They’re not expecting to get divorced.”

It behooves advisers to be ahead of the pack in embracing the idea.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

Going overboard may leave clients wondering if that is where their fees are going.

Going overboard may leave clients wondering if that is where their fees are going.

Advisers need to decide if they are going to be a disrupter or one of the disrupted.

Signing on wholeheartedly can be an effective marketing tool with clients.

Signing on wholeheartedly can be an effective marketing tool with clients.

Here's why holistic planning deserves another look.