Jim Ruta suggests that a high closing ratio can damage an advisor’s total sales. He outlines strategies for boosting sales with a lower closing ratio
Older advisors can connect with young mentors to learn about communicating with millennial clients
Clients want to hear from you more than you might think — and not only about their investments
Misconceptions about debt and home equity can give clients a false sense of security
Dan Richards explains how to help clients reframe their bucket list so that it is more rewarding and fulfilling (Part 4 of 4)
A few adjustments to your meal planning can lead to a more healthy diet
Deep knowledge of your clients is essential to meeting their expectations
Bold use of branding fundamentals can help connect you better to your current and prospective clients
Explain why some mutual funds, such as emerging markets, funds incur higher expenses than others
Jim Ruta explains his view that plans to regulate life insurance and investment advisors the same way is not only counterproductive, it can damage life…
Engage your team with the goal-setting process and offer performance incentives
Check your firm’s policy and follow a formal process. And don’t be afraid to say no
Dan Richards explains why advisors should discuss satisfaction and happiness when speaking with clients about retirement (Part 3 of 4)
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…