Client retention

How to decide if coaching can boost your business.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

Advisors should coach their clients not only on their finances, but on health care options, as well.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

"I'm not right for you," along with other surprising things I tell clients.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.

Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Technology is rapidly changing many, but not all aspects of the business.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

If you want to eventually sell your practice for a big pay day (and not everyone does), aim for annual growth of 15%.

Advisors with 200 to 300 clients over-performed more so than peers with bigger sales territories, according to a new study by LPL and Kehrer Bielan.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.