Client acquisition

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.

Two factors drove Morgan Stanley's Nick Kavallieratos to the top of On Wall Street's 40 Under 40 list earlier this this year.

Investors want more clarity and better options when it comes to fees.

The online experience should reflect what it’s like to work with you.

By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.

"They like what we do. They like the capabilities. They like the technology we have," he said of the clients drawn to the bank's wealth management platform.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

The method is gaining traction, even as some warn against abandoning the regular approach.

Firms can add clients and improve eventual purchase prices by planning for the future.

Here are four ways for advisers to position themselves as client-focused.