Referrals

As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

Don’t forget the process of connecting on a holistic basis.

Advisors who differentiate themselves may land business as a byproduct of their unique approach.

Discussions about cognitive impairment and end-of-life issues might be difficult, but they need to happen, and could yield an upside for the advisor's practice.

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

Assisting the elderly in resisting financial abusers is often challenging because the perpetrators may be the clients' own relatives.