Wealth Think

Driven by difficult market conditions and higher levels of anxiety among investors, the question of whether or not advisors are "stealing" client has been coming up more frequently in the past few years. The overall growth rate for advisory practices has been stagnant for a decade, which is pushing sales management to scrutinize who is growing and why.

Now that I'm entering my second week of running my own RIA, it's time to get out there and find clients. While I have prepared many avenues in which to do this, one worked out quite well already.

Communicating what you can do for prospective clients is much more effective if you talk about what changes they want to see rather than what activities you will do for them.

Advisors must embrace the latest trends and advancements, or risk falling behind. Check out five best practices for the advisor of the future (and the present.)

With FINRA clearly stating its social media guidelines, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.

One source of an advisor's referability isn’t the advisor at all; it’s their support staff – be it client assistants, receptionists, para-planners, and other associates. Bill Cates says how your staff represents you can be a limiting factor in your referability. Check out some of his thoughts and ideas to help ensure all the members of your team make a positive contribution to your ability to generate referrals

Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

The looming stats are everywhere when it comes to the future of the advisory business, despite being a fast-growing industry. Here's how one advisor is trying to ensure a brighter outlook.