Wealth Think

Eight-year-old financial services firm Kendall Capital Management recently announced that it exceeded its goal of $100 million in assets under management amid 36.8% growth in revenues over the past year.

Here’s how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself.

Many advisors are eager to find new clients, but not sure where to start. Dave Grant says prospective clients can turn up anywhere.

Learning about the thinking patterns that you employ whenever you encounter difficult or challenging events is the first step in making life-altering changes in your thinking. Here are five examples of distorted thinking habits that advisors commonly face.

Deciding which tasks to outsource can be difficult for advisors. Dave Grant identifies projects that have turned out to be great candidates for a handoff.

A recent report found that clients with as much as $5 million didn’t feel wealthy. Advisors wonder what it takes.

Your clients need help understanding and gaining insight into what makes it so hard to set financial limits with their children before they can curtail or slow down this behavior. Questions aimed at the underlying motivations are much more effective than showing them scary charts and graphs.

Two key factors come into play in order to improve your advisor website’s SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your website’s design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.

The doors of Dave Grant's startup RIA have been open for only a couple of months now, and it’s been an emotional roller coaster. Signing a client that you’ve been pursuing can provide a massive high, but when things hit a dry spell or don’t go your way, you can spiral into new lows.

We’re officially half-way through 2013. And, for anyone who isn’t yet to the midpoint of reaching their 2013 goals, this can be a hard pill to swallow.