Ingrid Case
Ingrid Case, a Financial Planning contributing writer in Minneapolis, is a former senior editor for Bloomberg’s Markets Magazine. Follow her on Twitter at @CaseIngrid.
Ingrid Case, a Financial Planning contributing writer in Minneapolis, is a former senior editor for Bloomberg’s Markets Magazine. Follow her on Twitter at @CaseIngrid.
Ad hoc or structured approaches can both work, but results depend on the amount of effort.
Planners are torn on whether they should DIY or give outsourcing a try.
Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.
Lights, camera, action? Get ready for your close-up.
"Know your audience" is more than a mantra, it’s key for planners looking to specialize.
It can be expensive and time consuming. Is it worth it?
Five important danger signs that can save advisers a lot of trouble down the road.
Family dynamics can muddy an otherwise clear situation.
It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.
Honing in on ideal clients and increased AUM could be the payoff.