Client relations

Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

New solutions offer plenty of features but lack focus.

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Lights, camera, action? Get ready for your close-up.

When it comes to deciding who will take over your practice, advisors must find a "like-minded cultural fit," says CEO Jamie Price.

There may be a silver lining to be found despite this challenging situation.

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.