Client acquisition

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

To reach those 55 and over, stress financial plans and personalized service.

To reach those 55 and over, stress financial plans and personalized service.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.

The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.