Wealth Think

Could your clients use a life insurance audit? The most common life insurance mistakes involve the amount and type of coverage and beneficiary designations.

As more investors manage money with so-called direct providers, many advisors -- whether they're in the RIA or wirehouse spaces -- worry they'll be left in the dust

Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.

For financial advisory firms, branding can be a balancing act between the strength of individual advisor’s brand and the larger, unified brand of the firm.

Ed Slott, Your IRA Expert, answers the question: Can non-spouse beneficiaries of an employer-sponsored 403(b) TSA plan convert inherited TSA funds to inherited Roth IRAs?

Can you say “no” to referral prospects? Bill Cates says it is a critical skill if you want to expand your practice.

Many financial advisors struggle with the issue of efficiency and complain they simply don’t have enough time to execute new ideas in their practice because they are so busy managing clients. Ken Haman says advisors spend too much time responding to incoming telephone calls from clients—in fact, prioritizing the demands of various clients above their own business priorities. Its time for all of that to change.

Recruiting and hiring experienced, client-facing advisors with ultra high-net-worth experience is extremely difficult right now, with demand high and supply low.

Some of financial advisors' biggest preconceptions about switching to the RIA space -- from worries about insufficient AUM to fears about lower earnings and complex technology requirements -- were highlighted in a new report from TD Ameritrade. But the biggest myth, say advisors, is one that didn't even make the list.

If there is no silver bullet, what actions should be taken by an advisor who wants to grow his or her business? Put simply, give clients what they need, and they will give you what you need.