Wealth Think

Although client referrals are the single biggest driver of new business, only 20% of advisors ask for referrals systematically. Worse, a majority indicate that they can address referrals only occasionally in client meetings. Matt Matrisian writes that advisors need to focus on reinforcing referral behavior in their client base to generate real growth.

Financial advisors must help combat the disconnect between investors' knee-jerk reactions and market performance.

Advisors need to be well-versed in cybercrime to protect themselves and their clients. Check out six tips from the FBI.

After a very busy week, here's some things advisors need to know as they speak to clients this week.

The legacy of Steve Jobs and the success of Apple can teach advisors a whole lot, according to Raymond James' David Patchen.

Do you know what Wednesday is? It’s National Administrative Professionals day! Are you planning to do anything for the assistant who takes such good care of you and your clients?

Over time, advisors in growing businesses often find that they’re doing more and more of their own stunts, but for your business to grow, an advisor need a "stunt" team behind them, according to Chris Kirby.

One of the keys to the success of a client advisory board is having the right people in the room to participate in the conversation. Many advisors assume that they want a good cross-section of their clients but Steve Wershing disagrees.

As advisors – and entrepreneurs – it’s hard to come across a marketing idea we don’t love. Because of this, we all have a tendency to lose the balance between strategic thinking and the little things that need to be done to ensure the big picture vision is properly executed. Ron Carson asks, how can advisors keep the scale balanced in their dynamic role?

By handling referrals in a simply, systematic and disciplined way, advisors can promote meaningful growth at a limited cost, according to Matt Matrisian.