Practice

As a CPA turned planner, Jean-Luc Bourdon focuses on tax-efficient income and other elder issues.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

With nearly $400 million in assets, the trio will bring their new firm's assets to roughly $1.3 billion.

Hashtags make it easier for advisors to stay on top of industry developments and contribute to larger conversations taking place.

Prospects don't like the feeling of a sales approach -- you must be genuine and establish a level of trust to succeed.

Having more control over your business is key to improving both capacity and profitability for your firm. We examine several important habits and behaviors that set apart the advisors who felt in control from the rest of their peers.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Tax season reveals the many misconceptions taxpayers have about the Tax Code. Here's a selection of examples submitted by readers.

Advisors who are successfully merging traditional with social marketing today are experiencing increased visibility, credibility, stronger brand recognition and more frequent conversions.