Client communications

Voices From chemistry to compensation: 6 Cs to build client loyalty

John J. Bowen Jr.
CEO CEG Worldwide

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

High net worth August 15

High net worth August 15
LPL advisors see challenges ahead

The company spent $77 million on technology last year, but difficult changes lie ahead.

Independent advisors Tobias Salinger August 14

Independent advisors Tobias Salinger August 14
Voices Social Security and Billy Joel

Patricia L. Burris
Vice President of Corporate and Retirement Plan Services Meld Financial

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

Selfie August 10

Selfie August 10
Voices Lost a great client? How to respond like a pro

Dave Grant
Founder Finance for Teachers

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

Practice management August 3

Practice management August 3
‘This is not going to work’: Screening out problematic clients

Five important danger signs that can save advisers a lot of trouble down the road.

Practice management Ingrid Case July 26

Practice management Ingrid Case July 26
Betterment pares down service tiers after evaluation rises to $800M

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.

Reinvent Wealth Suleman Din July 26

Reinvent Wealth Suleman Din July 26
Fiduciary rule final stand: ‘Please rethink this’

The Labor Department is receiving a deluge of feedback from advisers and investors on whether to revise its controversial regulation.

Fiduciary Rule Andrew Welsch July 25

Fiduciary Rule Andrew Welsch July 25
Show, don’t tell, to win new clients with your website

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

Client acquisition Harry Zhang July 12

Client acquisition Harry Zhang July 12
Voices Help clients avoid rash real estate purchases

Chelsea Emery
Editor in Chief Financial Planning

Don’t underestimate how valuable your services can be when clients make property decisions.

Real estate July 5

Real estate July 5
How to talk to clients about investing in real estate

The right strategies can make all the difference for advisers.

Real estate Charles Paikert June 27

Real estate Charles Paikert June 27

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