Client communications

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Preventing attrition is worth the extra effort to keep the practice healthy for succession.

It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.

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

There could be a savvy person who could take over the practice among your wealthy clients.

Create an everlasting cultural legacy for employees to make a seamless transfer.

Wean them away from the notion that they have just one adviser at the firm.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Regulatory direction on mobile communication shows why advisers need to be careful about hyperlinking information.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

It’s better to have these conversations long before your clients need to use a policy.

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

From health care expenses to taxes, how planners can help clients strategize.

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Try these tips to improve credibility, gain free exposure and develop a solid voice.

Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.

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

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