Client strategies

By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.

Planners need to understand the needs and goals of athletes, and parlay those insights into a plan.

"I have a terminal illness." "My daughter is in rehab." How planners can respond to disturbing comments or questions.

Many advisers have been suggesting saving too much, at the cost of living frugally before retiring.

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

No adviser alone can be an expert for all clients' needs. Here’s how to build a network of fellow professionals, influencers and experts.

Families need reassurance that their money can last, says Michael Bapis of the Bapis Group.

Don’t just say you do the right thing, show you do the right thing. Here’s how.

Advisers must act as reliable resources to protect clients’ futures and take their trust to heart.

10 financial planning tips and strategies for planners to help same-sex couples.

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

To build loyalty with the next generation, key steps include hiring younger advisers.

Sending performance statements every 90 days can undercut planning goals. There is a better way to keep clients informed.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

The strategy raises tricky tax reporting and regulatory questions.

Working with exactly the right type of client will enable you to accelerate your success in a way that working with every type of client never can.

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.

"Clients that are buying your services on price are clients that you don’t want," says consultant Jamie McLaughlin.