Wealth Think

There are steps you can take to increase the possibility of a successful, long-term hire. Here is a six-step process that can serve as a best-practice standard for hiring.

Most advisors continue to check in with phone and email messages and continue to do some work even while on vacation. Dave Grant shares the steps he took to completely cut himself off from work for a family vacation.

What do you think? Is the younger generation breaking down the barriers and being more honest about their thoughts and feelings about money?

Eight-year-old financial services firm Kendall Capital Management recently announced that it exceeded its goal of $100 million in assets under management amid 36.8% growth in revenues over the past year.

Here’s how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself.

Many advisors are eager to find new clients, but not sure where to start. Dave Grant says prospective clients can turn up anywhere.

Learning about the thinking patterns that you employ whenever you encounter difficult or challenging events is the first step in making life-altering changes in your thinking. Here are five examples of distorted thinking habits that advisors commonly face.

Deciding which tasks to outsource can be difficult for advisors. Dave Grant identifies projects that have turned out to be great candidates for a handoff.

A recent report found that clients with as much as $5 million didn’t feel wealthy. Advisors wonder what it takes.

Your clients need help understanding and gaining insight into what makes it so hard to set financial limits with their children before they can curtail or slow down this behavior. Questions aimed at the underlying motivations are much more effective than showing them scary charts and graphs.