Client acquisition

Digital marketing is not getting any less prominent, and by failing to adopt new prospecting techniques firms risk being left in the dust.

Taking a strategic approach can earn referrals and more assets to manage, according to columnist John J. Bowen Jr.

Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.

Pick clients’ brains on how to become the advisor to a specific group of people.

Advisors should carefully manage implementation and expectations.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

Russia, Brazil, and Canada saw big jumps in their populations of high-net-worth investors last year.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

Let technology help your practice increase customer retention and find better prospects.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

Dan Rothenberg of UBS says it's given his team an "easier hurdle to be beat rather than a benchmark."

"You know the industry that we're in, it's very much word-of-mouth," says Morgan Stanley's Fulvio Urbinati.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

Merrill Lynch's Dane Runia says he avoids outsourcing too much.

Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

The independent advisor will retain branding rights and full autonomy.

"At least 50% of our assets are three generations or more," explains Bob White of HighTower.

Casting a wider net for prospects is a classic case of mistaking motion for progress.