Practice management

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Verify every candidate’s claims about the quality and quantity of their clients.

Verify every candidate’s claims about the quality and quantity of their clients.

Forget mass mailings; instead, try the personal touch.

Forget mass mailings; instead, try the personal touch.

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

Which firms showed “meaningful progress” in improving client experience? And which one slipped?

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.

Following these steps will help advisers prepare their firms for the future without them.

Advisers should leverage these relationships to reel in clients.

Advisers should leverage these relationships to reel in clients.

There are private moments in any office — including personal conversations, gripes about bosses and political discourse — that simply do not need to be recorded.

The RIA is negotiating to buy a portion of Wealth Trust. It may also be facing the loss of a second top executive.

How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.