Client strategies

Save your clients from fraud with these insights into how criminals work.

Why firms need to start building relationships now with their clients’ children and grandchildren.

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

Succeeding in business without really trying doesn’t happen in real life.

There are many benefits to living in a low-tax state, but it’s not as easy as just packing those boxes. Help clients make a move wisely and meticulously.

Strategic alliances with other professionals can help advisors draw valuable clients.

The small producer is being squeezed out by the industry's focus on bigger profits and larger accounts.

There are many ways firms can measure their operations performance, but which is most accurate?

Rocketing education costs and loan debt are giving advisors a great opportunity to help clients navigate the college-planning maze.

Most families muddle their way through. Your goal is to make the muddling a little more sensible.

Advisors should go behind the music before signing up tomorrow's stars.

How to score big with business-owning clients and prospects.

Money can be a huge bone of contention in romantic relationships. Here’s how advisors can help client couples manage financial discord.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.

When markets make scary short-term moves, the phone starts ringing. Present this evidence to help clients calm down.

There are 3 keys to entering the held-away kingdom, says Quovo’s Niko Karvounis.

Advisors dish on clients who tried to game the system a little too aggressively.

To attract and keep successful clients, advisors need to be transparent about fees. Here’s how one advisor navigates those touchy conversations.

Whether an advisor should steer clients into currency-hedged international funds is a very close call. Here’s how to make it.