Practice management

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.

Experts and advisers weigh in on what to expect and how to discuss the future.

Using an informal script makes sure everyone doesn’t talk over each other.

Using an informal script makes sure everyone doesn’t talk over each other.

Here’s how to help prepare clients for what comes next.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

Pay attention to feedback about what works and what is confusing or distracting.

Pay attention to feedback about what works and what is confusing or distracting.

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

Clients appreciate the depth of expertise that a practice can provide.

Clients appreciate the depth of expertise that a practice can provide.