Client relations

Create an everlasting cultural legacy for employees to make a seamless transfer.

Wean them away from the notion that they have just one adviser at the firm.

The same standards apply as would to an outsider – being qualified and having the trust of clients.

Confusing messages coming from Washington have some clients anxious. Here’s what to do when major change is in the air.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

As products and advice change, there’s one clear winner.

With more focusing on specific client niches, it makes sense to go where the money is.

With more focusing on specific client niches, it makes sense to go where the money is.

Don’t let them do a deal before you bring up these important topics.

Writing articles for media outlets is one way to stand out in a competitive marketplace.

Some of the industry’s top advisers use satisfaction surveys to keep and grow their bases.

Consider customer referrals, a strong media presence and philanthropy.

Consider customer referrals, a strong media presence and philanthropy.

Full-service planning allows for a bigger impact, but a niche approach may mean more objectivity.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Forget mass mailings; instead, try the personal touch.