Client communications

Careful planning and frugality can lead to early retirement – but only if clients are truly committed to the goal.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

The more you learn, the more you realize how little you know.

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

Close relationships are part of what makes the profession special, one advisor has found.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Sometimes a planner's advice can go awry, despite best intentions.

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

Miguel Sosa has found that LinkedIn videos help him reach his global client base.

Here's what I've realized since I penned my original missive to the commission.

Always check and update the beneficiary forms.

Can you live up to your own guidance?

Leave this bad influence back where it belongs — in high school.

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.