Practice management

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.

Planners must have a strategy and compensation plan to keep employees engaged and grow their firms.

Fragmented programs can squash productivity and firm growth.

Set expectations for the engagement process and then stick to them, and be personal.

Signing on wholeheartedly can be an effective marketing tool with clients.

Here's why holistic planning deserves another look.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

In order to effectively convey advice, demonstrate knowledge of the specific situation.