Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
Jim Ruta gives five warm-up tips for conquering the reluctance to make phone calls
Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention
Set boundaries and ensure business-related information is secure
Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of…
Jim Ruta shares some counterintuitive advice about insurance advisors focusing too much on big cases
Digital communication is efficient, but don’t give up on the personal touch
Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)
Publishing your e-book can position you as an expert and become a excellent marketing tool
It’s a bad idea to use the same password for multiple accounts
It’s tempting to check in with the office, but hitting the hit the pause button pays dividends in the long run
Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…