Client acquisition

Dan Rothenberg of UBS says it's given his team an "easier hurdle to be beat rather than a benchmark."

"You know the industry that we're in, it's very much word-of-mouth," says Morgan Stanley's Fulvio Urbinati.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

Merrill Lynch's Dane Runia says he avoids outsourcing too much.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

The independent advisor will retain branding rights and full autonomy.

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Casting a wider net for prospects is a classic case of mistaking motion for progress.

Two factors drove Morgan Stanley's Nick Kavallieratos to the top of On Wall Street's 40 Under 40 list earlier this this year.

Investors want more clarity and better options when it comes to fees.