Client communications

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.

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

It's a draining process for clients, but financial planners can provide real support.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Check out these three-steps to broaden the firm’s reach from sea to shining sea.

How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.

27 firms have signed on to the standard, but state regulators and industry groups are pushing for more.

The president looks to fulfill a key promise from his campaign.

The key is thinking like a business owner and acting like a CEO, according to a new report.

Newer hybrid products are popular, but they can be expensive.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.