What true diversification means
Duane Ledgister likes alternatives for his business-owner clients
Duane Ledgister likes alternatives for his business-owner clients
Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community
Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities
Advisors will need to adjust their practices to meet the future needs of clients
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Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals
Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software
AI is in everything from your mobile phone to your car. The tech also should be a part of your financial advisory business
Recent volatility should not deter clients from adding technology to their portfolios.
While advisors remain skeptical, ETF providers, institutional investors and regulators are giving cryptocurrency an air of legitimacy
From digital ledger to the metaverse, these innovations are already transforming business processes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
Sometimes your best approach is to refer your client to a lawyer or other professional
Covid-19 has forever altered financial advisory practice management. Advisors who learn from the experience will thrive
Mid-tier or mid-career advisors often benefit most from coaching
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established
With the court system backlogged, older clients may want to split up on good terms
Make sure your clients aren’t derailing other financial goals by helping their children
There are more tech tools than ever before, but clients still value the human touch
Know the difference between your strategic plan and your business plan — and many other plans
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity