Wealth Think

Communicating what you can do for prospective clients is much more effective if you talk about what changes they want to see rather than what activities you will do for them.

Advisors must embrace the latest trends and advancements, or risk falling behind. Check out five best practices for the advisor of the future (and the present.)

With FINRA clearly stating its social media guidelines, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.

One source of an advisor's referability isn’t the advisor at all; it’s their support staff – be it client assistants, receptionists, para-planners, and other associates. Bill Cates says how your staff represents you can be a limiting factor in your referability. Check out some of his thoughts and ideas to help ensure all the members of your team make a positive contribution to your ability to generate referrals

Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

The looming stats are everywhere when it comes to the future of the advisory business, despite being a fast-growing industry. Here's how one advisor is trying to ensure a brighter outlook.

Like professional football players, most financial advisors maintain an external persona of confidence, but if advisors are honest with themselves, many insecurities –including avoiding contacting aggressive clients during market collapses, or fearing that they will look weak if they can’t think quickly on their feet when challenged by their clients—linger beneath the surface.

The process of switching to independence does not happen overnight. Here are 10 steps to consider when making the move to the RIA segment from Schwab Advisor Services.