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.