Client strategies

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

There are only two ways to transfer IRA assets tax free in a divorce proceeding.

It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Scheduling freedom allows for more time with the kids, say those in the industry.

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

A good financial advisor can add tons of value. But, “good” is a subjective term.