Wealth Think

Public speaking is a skill that every advisor must master to be successful in a media-rich society.

We call this the "financial planning profession," right? So here's a topic for discussion: how is it that many people calling themselves a financial planner don't actually do financial planning work for their clients?

Stock markets around the world are on the rise and investor sentiment is, not surprisingly, riding along.

Estate tax reform in 2010 was marked by significant disagreement from both the House and Senate on whether any changes should be temporary or permanent.

Leading too fast with solutions can lose you a female prospect, warns Empyrion Wealth Management’s Kimberly Foss.

The community really needs to know if you are (or are not) satisfied with the service you're receiving, and how it has (or has not) helped you focus on your direct client services.

Helping business owners manage group retirement plans for their employees creates an income stream as well as a gateway to future business.

It’s a nerve-wracking jolt into the electronic age, but converting your paper files to bytes streamlines both your client services and your compliance readiness.

There are two proposed pieces of legislation sitting in Congress that would seem to be no-brainers for helping people save for retirement and helping advisors help their clients.

A lot of solo advisory practices are going to start looking for ways to add scale, but what are the risks and how can you get started?