Client strategies

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

Without reform, benefits may be reduced, just when they become increasingly important for younger people.

Whether clients are naughty or nice, the season provides a great opportunity to show them how much their business is appreciated.

Advisers should consider possible policy changes in planning discussions.

Help clients avoid costly mistakes when enrolling in these essential programs.

A 7.3% hike warrants attention, and advisers can help ease the transition.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

Learn the key characteristics for the type of investors that find robo advice appealing.

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

Clear goals, an informed focus and effective execution equals better performance.

Clear goals, an informed focus and effective execution equals better performance.

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

Timing is everything. Are you prepared with planning advice for each stage of life?

Even the best plans can fall apart when clients' emotions get involved.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

Going overboard may leave clients wondering if that is where their fees are going.

Set expectations for the engagement process and then stick to them, and be personal.

In order to effectively convey advice, demonstrate knowledge of the specific situation.