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Advisers try one-off fees for services
Looking for new ways to attract clients, as well as to offset declining asset-based fees and commissions, some…
Succession plans protect families
Recently, I had the responsibility of helping the daughter of one of our financial advisers deal with personal tragedy.
Low-key client events make sense now
We have advocated client appreciation events for years.
Focus on what you can control
We have all heard the adage that highly effective and resilient people focus on things they can control.
Legacy gifts make a difference
"Stuck" is an apt word to describe how my clients felt about estate planning.
Market yourself as a retirement guru
Markets go up and — as we now know all too well — markets go down.
Volatility requires a makeover
Suffice to say, for the hundred-thousandth time, 2008 was a tough year.
Leave a lasting impression on clients
Everyone knows that retaining a client is far less expensive than acquiring one.
Turning celebrity into business
Appearances on local radio and television programs can be powerful business-building tools for advisers.
November Week 2: A motorcycle ride.
It’s time to show client appreciation in a new way this year.
Dealing with the death of a client
It is a busy afternoon, the market is dropping fast, you receive a call that a client has died, and the wake is planned for tomorrow.
Wellness critical for advisers in stressful times
During the past few weeks, I have e-mailed a number of financial advisers.
Green is good for the planet, business
There is a global mandate for business and industry to adopt environmentally friendly practices, but many financial advisers don't understand how going green can benefit their practices.
Captives save business owners money
Through the creation of a captive insurance company, businesses can cut their taxes and increase the value of their estate.
A primer for executing a succession plan
We have all seen the news — succession planning is all the rage in the adviser market today.
Is outsourcing right for your practice?
Once they've built a successful practice, advisers often realize that what got them to that point won't help them reach the next level.
Encourage ‘alternative’ investments
These trying financial times are affecting most Americans. From the steep cost of gasoline, escalating grocery bills and depressed stock prices to rising inflation, falling real estate values and gloomy economic reports, we are all feeling the pinch.
Meeting for productivity’s sake
Most financial advisers consider themselves visionaries.
Make clients’ data meaningful
If you were around in the 1960s, you probably remember feeling that Woodstock changed everything.
Reality show offers recipe for success
Practice management lessons are gleaned from some unusual sources. One obscure well of business wisdom is "Kitchen Nightmares," a reality show on BBC America.
