Wealth Think

With the multitude of challenges confronting investors today, consumers need financial advice more than ever before. But advisors must first capture their attention and engage them. Steve Dowden says advisors need to build a platform to shout their message from.

New planners should be aware of these commonly cited irks by firm owners and take the necessary steps to avoid them.

Sallie Krawcheck scolded advisors last month for their attitudes towards female clients. "Talking to husbands and nodding to wives no longer cuts it," she said.

Like any good advisor, Dave Grant has some tasks he is happy to handle, and other things he needs to outsource. How do you determine one from the other?

Putting your clients and best prospects on a regular call cycle is an idea that is well known and well understood conceptually, however, for most advisors it remains a conceptual idea, not an executed one, according to Bill Cates.

Advisors can decide whether to promote their brand or their firm's brand by answering three questions.

Here’s something from NAPFA you might want to print out and hang up at your desk to be best prepared for your clients' tough questions.

Running your own RIA is difficult, but starting a new business is even more difficult. Dave Grant takes us on his journey.

How could a financial advisor help a new client who wants to retire, but hasn’t saved much, doesn’t know how much to set aside and worries about running out of money in old age?

Topics at this Women Advisors Forum event included behavioral finance, tools for working with widows and divorcees, the need for succession planning, strategies for philanthropic giving, ways to get more women into the planning industry and more.