Practice management

Advisors can benefit only if they actually interact and then follow up.

Clients are advised by a panel of experts to remain calm while rates increase; Plus, clients can gain more security by ignoring a budget and saving automatically.

A widow unaware she could claim spousal benefits before claiming her own dramatically increases her retirement income, thanks to guidance from her advisor.

How to get them to offer unsolicited praise in a social setting.

Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.

Playing nicely with CPAs can help advisors land new clients.

Don’t be too ‘salesy,’ but rather highlight advice and expertise.

Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.

Inspired by his football coach to consider planning, Raymond James complex manager Tony Barrett has focused on team success and the inclusion of African American advisors.

Some advisors set up expectations during the onboarding process.

Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.

What follows is a cheat sheet on generational traits and communication strategies.

A few banks started paying their advisors by salary years ago--now others are considering the same.

Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.

Equip planners in your practice with a clearly defined purpose and mastery of their craft for greater success.

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.

A willingness to learn and adopt technology when it was still considered a fad helped John DiCiaccio refine ways to use it effectively in his practice.

Driving the adoption of data aggregation is the efficiency in automating the process of creating a complete, inclusive, holistic view of a client’s total financial position.

Client who postpone planning need to specify their fears, hopes and aspirations; Plus, helping clients avoid a 401(k) hit.

In order to gain the most referrals, it is no longer enough to just cultivate a niche.