Practice management

Create a performance management process to get the most from staff members.

Create a performance management process to get the most from staff members.

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

Make sure clients benefit by gaining a new investment product or better technology, for example.

Make sure clients benefit by gaining a new investment product or better technology, for example.

To reach those 55 and over, stress financial plans and personalized service.

To reach those 55 and over, stress financial plans and personalized service.

You may know more than you think. Here's a great way to test yourself.

In some circumstances, this lesser-known pay structure can benefit advisers and clients.

Three experts break down how to incentivize employees.

It's the most important service an adviser can provide, experts say.

It's gotten a lot harder, but not impossible to cut through the digital noise and grab clients' attention, an expert says.

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.

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

How firms are determining and distributing cash, equity and benefits.

An astute arrangement can protect advisers, their loved ones, clients and employees.

An astute arrangement can protect advisers, their loved ones, clients and employees.

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

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