Client acquisition

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

I recently came away disappointed from a meeting with a financial planner I’d considered hiring.

2017 set high benchmarks, but RIAs must prioritize strategic goals to maintain growth, a TD Ameritrade study says.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

There’s no obvious reason to row back from the bank's strategic commitment to focus on wealth management while keeping a leash on the investment bank

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Gains by rivals expose independent advisors' vulnerability, says United Capital's Matt Brinker.

Most advisory firms are not systematically spreading public awareness of their services. That’s a big mistake.

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”