Practice Management en LGBT Community Faces Financial Obstacles <div class="node-body blog-body">LGBT community still facing financial obstacles, compliance officers worry about cybersecurity and Fidelity unveils FidelityConnect website.</div> <p><a href="" target="_blank">read more</a></p> Technology Blogs Client Relations Estate Planning Retirement Planning The Daily Brief Mon, 27 Jun 2016 10:00:00 +0000 1218951 at Stephen and Kevin Show Episode 32: Maximizing Client and COI Birthdays <div class="node-body video-body">Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships.</div> <p><a href="" target="_blank">read more</a></p> Business Planning Client Relations Marketing Prospecting Practice Management Thu, 23 Jun 2016 15:30:00 +0000 1217191 at One Big Thing to Acquire Affluent Clients, and More… <div class="node-body article-body">Questions and answers stemming from the podcast/YouTube Stephen and Kevin Show.</div> <p><a href="" target="_blank">read more</a></p> Marketing Prospecting Practice Management Thu, 23 Jun 2016 13:33:00 +0000 1216981 at When Your Broker/Dealer Faces Crisis: Top Four Steps for Independent Advisors <div class="field-byline"> Jeff Nash </div> <div class="node-body article-body">While there are obviously going to be times when you may need to change broker/dealers, here are the four key steps you need to follow with such an important decision.</div> <p><a href="" target="_blank">read more</a></p> IBDs Business Planning Careers Wed, 22 Jun 2016 17:14:00 +0000 1216271 at Rawpixel Ltd/iStock/Thinkstock Developing Top-tier Plan Consultants <div class="node-body article-body">Two giants in the plan advisory space speak on the benefits of hiring young talent and providing them with a defined career trajectory, ample opportunity to learn and a team environment.</div> <p><a href="" target="_blank">read more</a></p> Business Planning Retirement Planning Careers Wed, 22 Jun 2016 13:58:00 +0000 1215971 at DragonImages/iStock/Thinkstock Networking 3.0: Get Referrals FOR Your (Business Owner) Clients, Not From Them! <div class="node-body article-body">Networking 3.0 is not about selling yourself, but instead about trying to understand the business needs of your clients and who they need referred to them.</div> <p><a href="" target="_blank">read more</a></p> Nerd's Eye View Prospecting Mon, 20 Jun 2016 11:01:00 +0000 1213281 at Rawpixel/iStock/Thinkstock Advisors Underestimating Client Concerns <div class="node-body blog-body">Advisors underestimate client concerns about taxes and healthcare, millennials see less market volatility in the future and fund manager gets nine years in jail for $15 million fraud.</div> <p><a href="" target="_blank">read more</a></p> Legal Markets Blogs Client Relations The Daily Brief Mon, 20 Jun 2016 10:00:00 +0000 1211711 at Cybersecure Your Clients’ Estate Planning Experience <div class="node-body article-body">How can we protect our clients’ delicate personal information from the less scrupulous denizens of cyberspace? </div> <p><a href="" target="_blank">read more</a></p> Practice Planning Estate Planning Fri, 17 Jun 2016 16:03:00 +0000 1211681 at One More Thing: How to Make the Most Out of Industry Conferences <div class="node-body article-body">Inbox full of invites to industry conferences? Here's a primer on which ones to go to and what to expect to get out of them. </div> <p><a href="" target="_blank">read more</a></p> Industry Business Planning Practice Management Careers Fri, 17 Jun 2016 14:50:00 +0000 1211661 at <p>One more thing...&nbsp;</p> Copyright Justin Sullivan, Getty Images Great Expectations: Focus Investor Conversations on Risk, Expectations – Not Products <div class="field-byline"> David Goodsell </div> <div class="node-body article-body">Natixis research reveals the conflicts within individual investors and how they believe professional advice can help.</div> <p><a href="" target="_blank">read more</a></p> Investment Client Relations Asset Management Fri, 17 Jun 2016 14:26:00 +0000 1211641 at Digital Vision./Photodisc/Thinkstock