Client strategies

How advisers can help overcome their irrational expectations.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

Some banks are looking to hire advisers or buy firms, while others are looking to get out of the business entirely.

Greater transparency can help land prospects with the industry focused on the Department of Labor's fiduciary rule, experts say.

Clients who make these prohibited transactions can face devastating penalties.

Concerns about medical expenses are sky-high, but there are solutions.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.

Your clients may lack knowledge when it comes to Social Security.

Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

It turns out that these principles aren’t limited to investment strategies.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

One client wishes he had known his options related to filing beforehand.