Client relations

From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

Technology is providing opportunity for advisors willing to think outside the box.

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

You’ll probably find administrators blocking the backdoor Roth IRA strategy more than anyone else, says Kimberly Foss, planner, author and Financial Planning contributor. That’s when you’ll have to adopt the role of educator, she says.

The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.

Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

The customer relationship management platform will now pull all accessible client information into a single dashboard.

Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

I recently came away disappointed from a meeting with a financial planner I’d considered hiring.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

Terminating an advisor/client relationship isn’t solely at the discretion of the client.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

We give advice based on the intel we have, but not all clients are as up front as we are.