Client acquisition

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

It's time consuming and can cost an adviser thousands of dollars, but some swear by the long-term benefits.

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.

No more golf balls: Business-building giveaways that clients really want.

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

To get from where you are today (even if that’s a pretty nice place) to where you truly want to be, you need a system.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

This in-house position helps one firm attract larger clients and build contractual relationships with descendants.

Don’t just say you do the right thing, show you do the right thing. Here’s how.

Advisers must work to build strong sense of trust among family members.