Referrals

Too many advisers have damaging misconceptions about how to get influential people to send clients their way.

Advisers beware: This could be what's wrong with how you're communicating with female clients.

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Advisers must work to build strong sense of trust among family members.

First impressions are crucial – even when it comes to workplace décor.

A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.

Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.

The dingy office, even one that provides excellent service, faces an uphill battle.