Client acquisition

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Chances are, you’ve never used it — or even noticed it.

Ad hoc or structured approaches can both work, but results depend on the amount of effort.

Assume everything you say is on the record, and don’t overshare.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

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

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

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

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

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.

Advisors are jumping to firms with established infrastructure.

Mobile apps beat out websites, but what’s on the horizon?