Client strategies

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

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

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.

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.

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.

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

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

Commission-based investors want to keep their accounts, regardless of the fiduciary rule.

It's tough starting a relationship with so much at stake. Here's how.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

Sometimes they are bigoted. Others are rude. And some just aren’t a good match.

In an industry swirling with opinions, it's not uncommon to come across a wrong one.