Wealth Think

How, when and where do you spend your creative time?

When issues arise, advisors should follow the steps doctors take to diagnose and treat the problem to create a healthy, vibrant business.

Practicing these simple techniques will help you overcome the negative thinking habits that cause the bulk of your stress.

While an advisor's pitch to clients should be well rehearsed, it also needs to be flexible, says new solo advisor Dave Grant.

Few things are more frustrating than encountering advisors who consistently provide sound counsel to their clients -- but forget to practice what they preach for their own business and personal plans. Here are the areas advisors most commonly need to start heeding their own advice.

Time and energy are an advisor's two scarcest resources. Adding performance goals helps allocate these resources and transforms a business plan into a living document that can meaningfully contribute to greater success.

As we hit the 20-year mark in the ETF business, one might ask: What will that future bring? History is our best guide in that the next 20 years will look similar to the last 20. And that’s a good thing.

To ensure that your practice is meeting the needs of female clients, create goals for working with them -- and measure your success.

The financial planning industry is in need of young talent. Is a new scholarship program the answer?

"This may sound sacrilegious for a planner, but I’ll admit it: I’m not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.