Client strategies

How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.

Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.

People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives.

Advisors who listen attentively build better connections with clients.

"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day.

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

Junior recruits entering the business as potential partners have their own take on how to boost business.

This exceptional woman is helping other women transition to better, more financially stable lives.

This newly formed $500M RIA specializes in professional athletes and the corporate elite.

Clients often resist their advisors when it comes to selling losers in their portfolios – especially when it means a larger tax bill. Here's how to loosen their grip.

If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning.

It's important to educate doctors before they start receiving large paychecks so they can make informed financial decisions as their incomes climb. Here's how one firm has tackled this issue.

The team went all in on Kate Moss.

To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence.

By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later.

Holding special events and activities for clients can strengthen relationships with wealthy individuals in your business, as long as advisors keep within compliance.

Women over the age of 65 are twice as likely as men to live in poverty in retirement because of lower wages, more time spent out of the workforce and lack of access to retirement savings plans.

The key to success for young adults struggling to build wealth in the aftermath of the biggest economic downturn since the Great Depression may come down to a familiar bit of advice: Mind your elders.

As waves of Americans reach retirement age while dementia and scams are on the rise, advisors need to implement training and reporting mechanisms to protect vulnerable clients.

The Camardas' suit was prompted by board’s disciplinary policies; experts call on judge to reveal his reasoning for the good of the planning profession.