Client relations

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.

It’s a common practice but a dangerous one.

Technology is great, but communication is central to good business.

'Tis the season to remind your clients you're thinking of them. Steal one of these great gift ideas from planners.

There is nothing to be nervous about — but there is a way to do it right.

Attracting them means knowing what’s really important (hint: it’s not retirement).

Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.

These tools help make net worth statements, five-year cash flow and asset reports more accessible.

This technology allows for a guided, rather than a one-sided, planning experience.

Learning through experience is a great way to prepare for a successful advisory career.

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.