Client relations

I told clients they need a plan. Turns out, I needed one, too.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.

A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.

These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.

The firm wants to rid advisors, and their clients, of traditional paper checks.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

Help clients determine not only when to retire, but if they should consider working at least part time in the early years.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

It is not the fiduciary rule or whether robo technology is friend or foe.

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

“Ozark,” “Ballers,” “The Wolf of Wall Street” and “Trading Places” are fun to watch, but they bear nearly no resemblance to the day-to-day work of financial advisors.

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

Here's how one firm got to 100,000 impressions and more than 1,000 clicks each month.