Client retention

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.

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

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Commission-based investors want to keep their accounts, regardless of the fiduciary rule.

Advisor Bryan Kuderna learned valuable lessons about finding clients from the popular film and his local chamber of commerce.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

Advisers can stay connected in a meaningful way and still automate how they communicate.

Avoiding the pitfalls of managing client finances can be challenging. Here's how some advisers fared — some successfully, others not so much.

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.