Wealth Think

Why don’t more professional athletes work with financial advisors? Fear and ego often stand in the way, says former NFL player Willie Williams. How do you think advisors can get athletes as clients and do a better job serving them?

Senior editor Ann Marsh wrote that more new RIAs were hanging onto commission income rather than choosing a pure fiduciary role. Investment advisor Tom Brakke weighed in on Twitter: “I wanna be called an RIA but I sure like that commission income.” What’s your opinion? Weigh in with your comments below.…

Chicago businessman Urooj Khan jumped for joy when he learned he had the winning numbers for a million-dollar lottery drawing last summer. Too bad he never had a chance to enjoy it.

There are lots of ways to talk about what you do. Unfortunately, most of them aren’t terribly effective, and many actually turn people off. Ken Haman says there are some ways prospect effectively in social situations and make the biggest impact in a short period of time.

Now that the layoff era is finally over for Wall Street, large financial institutions are beginning to grow their teams again. But they are not the only ones that are on the lookout for fresh talent.

Share your thoughts on engaging women clients. Is it different?

Professor John Grable touched a nerve when he suggested in Financial Planning’s current issue that a mandatory AUM tax on advisors could help make financial planning available to all American families. Actually, he touched a lot of nerves.

We can all do something better, something new, something different, something more. According to Steve Wershing, one reason advisors have difficulty following through is that we are all pretty booked up.

A client advisory board is a powerful tool advisors can use to better understand their clients and receive feedback on how to be more attractive to their ideal client.

Where is the talent on Wall Street? According to Ram Ahluwalia, a former Senior Vice President at Bank of America-Merrill Lynch, you might not find it in familiar places.