Client relations

Forget mass mailings; instead, try the personal touch.

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”

Following these steps will help advisers prepare their firms for the future without them.

Advisers should leverage these relationships to reel in clients.

Advisers should leverage these relationships to reel in clients.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Focusing solely on finances isn't a good prescription for a happy retirement.

Focusing solely on finances isn't a good prescription for a happy retirement.

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

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

Firms that try to be all things for all clients may end up struggling.

Doing good can build relationships and loyalty, so don’t be shy about publicizing your practice’s efforts.

See how they stack up: It doesn't always take a large advisory staff to manage big money.