Referrals

Mobile apps beat out websites, but what’s on the horizon?

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

Technology is a tool, not a substitute for actual interaction.

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

Become a go-to source for philanthropic clients, and your practice could grow.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

Advisors need all they help they can get retaining clients. That's where technology comes in.

Five ways to build a successful charitable planning practice.

Don’t ignore the costs and time of getting new business.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Digital marketing is not getting any less prominent, and by failing to adopt new prospecting techniques firms risk being left in the dust.

Pick clients’ brains on how to become the advisor to a specific group of people.

Advisors should carefully manage implementation and expectations.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

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

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

Casting a wider net for prospects is a classic case of mistaking motion for progress.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

Publishing is the “greatest single marketing investment that you will ever make,” one company argued at the FPA Retreat.