Client relations

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

A primer on characteristics that enable advisors to build a successful practice that entails very little marketing.

The company spent $77 million on technology last year, but difficult changes lie ahead.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

You set out to be an advisor, not an administrator, so you are not alone if you are struggling to get your team to deliver outstanding results. Here are three steps to build a better team.

The season isn’t over yet ― check out these reading recommendations from the C-suite.

For any advisor caught in trying circumstances, it's natural to feel upset. But there's a constructive way to respond to challenges.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

As daunting as creating a transition strategy seems, the sooner advisers start the more successful it is likely to be. Here are some tools to start the process.