Client communications

Focus on the numbers when talking about risk.

Advisers must act as reliable resources to protect clients’ futures and take their trust to heart.

Don’t just say you do the right thing, show you do the right thing. Here’s how.

Advisers must work to build strong sense of trust among family members.

10 financial planning tips and strategies for planners to help same-sex couples.

Attracting these clients is critical to sustaining and increasing market share.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

The second installment of book recommendations from industry experts that advisers should not miss.

The four questions that can determine if a hike is in order.

Advisers who show they care about clients and their interests may have more success.

5 steps for advisers to take in the next six months to ensure post-DOL success.

Gloom and doom do little to motivate clients to save for their post-work life.

Books that help advisers self-improve and build their practices.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

To build loyalty with the next generation, key steps include hiring younger advisers.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Social media is included in regulatory requirements.

Key issues to consider when strategizing clients' future financial health.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.