Client communications

The advisor of the future will be less concerned with product sales and more focused on holistic planning.

Clients — even some advisors — overreact to market losses. Are they on to something?

Don’t underestimate the enormous investment of time required.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

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

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Bing, Google and HubSpot offer free tools to measure the return on investment.

Advisors should carefully manage implementation and expectations.

The underpinnings of the Hippocratic Oath, the phrase is as applicable to providing investment advice as it is to medical care.