Wealth Think

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

One recruiting advantage that banks enjoy is a “minor league” of sorts. Unfortunately, it’s ignored too often.

After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients.

A terminal diagnosis for Simpson's co-creator Sam Simon pushed him to immediately address his estate and charitable giving plans. His story offers an important lesson for your clients.

Study groups are a great way to not only share strategies and solutions, but to benchmark your performance and that of your firm against others in the industry.

Work-life balance can be difficult to achieve for some. While working on a family vacation, new solo advisor Dave Grant began to wonder if he was addicted to work. Are you?

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Advisors regularly encounter potentially stressful situations. The good news is that anyone can learn how to buffer themselves against any stressor.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

We recently published a list of 20 books for every advisor's summer reading list, and received such a strong and positive response that we decided to expand it. Via Twitter, LinkedIn, emails, and phone calls, here are 20 additional books that financial advisors deem as imperative for their practices.