Wealth Think

$7.5 Million. According to a recent survey by Fidelity Investments that’s the number it would take to make the average American millionaire feel wealthy. Considering less than 2% of the population has even $1 million in assets, how can we help our clients feel secure when they fall short of their own expectations? The answer may be in helping them first achieve financial maturity.

The advisory profession needs to create a repeatable and transparent experience that is client-centric, similar to what iTunes did for music lovers and Starbucks did for coffee aficionados.

While Whitney Houston was recently admitted to rehab, she has one other big concern that she still has to face - her no-holds-barred court fight with her late father’s widow.

Nine Tips to help you build relationships using new media and good old fashioned communicationma

The time and energy that the advisor focuses on the client produces far more terminal wealth for that client than anything you can get from the traditional investment management services.

The key is turning that overriding motivation into actual results in the real world.

This week, Ed dissects beneficiary designations and transfers from a 401(k) Roth.

How do advisors know that social media really works? How can an advisor measure the direct impact on his or her practice and bottom line?

Irvin Feld was a rock-and-roll promoter who purchased “The Greatest Show on Earth” in 1967. He created a promotion company to manage the Ringling Bros. Circus, along with Disney on Ice and monster truck shows, but none of his shows have been as eventful as what’s happened between his two children the last few years.

Willie Keeler and Robert Frost knew the importance of “hitting ‘em where they ain’t and A Road Not Taken—Will your clients embrace the same ideas?