Client retention

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

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

Don’t underestimate how valuable your services can be when clients make property decisions.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

These firms reported the highest share of accounts topping $100,000.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

Create an everlasting cultural legacy for employees to make a seamless transfer.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

Some make a complete break from their firms, while others opt to maintain a part-time presence.

Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.

Some of the industry’s top advisers use satisfaction surveys to keep and grow their bases.

Which firms showed “meaningful progress” in improving client experience? And which one slipped?

Create a schedule to discuss additional services that could bring in more revenue.