Client communications

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.

As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.

It’s a strict move for a firm whose advisors are known for a retail approach to client service and acquisition.

Advisors may find it difficult to connect with the people who need financial help the most.

Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

“Find ways to generate income,” says one financial planner.

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

Almost 50% associate negative emotions with the practice. Here’s how planners can help.

Five years of alleged promises, checks that never arrived, and a mysterious employee named “Tryg Nederloe” add up to a bizarre saga with wide ramifications.

We can all play a part in preparing for this and future outbreaks.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.