Client retention

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."

The new law will affect how financial advisors and clients evaluate the pros and cons.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

This technology allows for a guided, rather than a one-sided, planning experience.