Client relations

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.

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.

From AI to ROI - Using artificial intelligence to grow client relationships

The change is needed to better align the interests of RIAs and the custodians that serve them.

How a different mindset has guided changes within our practice.

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

This environment allows advisors to demonstrate their value to clients.

Want to know where the smart-money minds go when off the clock? It’s here.

The concept of ROI is shifting for young investors.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Every man in the financial services industry should read this article, Nina O’Neal writes.