Client strategies

A new withdrawal strategy from J.P. Morgan takes real-life spending habits into account and suggests clients could spend more at the beginning of retirement.

Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right.

In seeking the helping hand of clients in finding new business, avoid being systematic or aggressive. Instead, make gentle, routine requests for help.

Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

In a presentation on emotion and financial behavior, a planner calls out 10 'money scripts' that may be affecting your clients. Here's what to look for.

So-called robo advisors are shaking up the wealth management industry, but they can't replicate the human touch of actual advisors.

Standard monthly payments are just one of several options for paying off loans after graduation.

Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.

Ex-commanders take new jobs as load-pushing 'advisors.' No wonder service members get victimized.

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.

Prospects don't like the feeling of a sales approach -- you must be genuine and establish a level of trust to succeed.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Can your young advisors handle the highly charged conversations that often come with major life transitions?

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

Here are some of the most common mistakes advisors make in running their practices -- and how you can avoid them, according to one practice management expert and former advisor.