Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en Effectively Communicating CLAT Concepts http://wealthmanagement.com/estate-planning/effectively-communicating-clat-concepts <div class="node-body article-body">Use examples to help clients quickly and easily to understand the concepts involved. </div> <p><a href="http://wealthmanagement.com/estate-planning/effectively-communicating-clat-concepts" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/effectively-communicating-clat-concepts#comments Client Relations Estate Planning Philanthropy Fri, 23 Sep 2016 18:08:00 +0000 1334401 at http://wealthmanagement.com Global Wealth Slows http://wealthmanagement.com/blog/global-wealth-slows <div class="node-body blog-body">Global wealth slows to half the rate of past years, advisors who thank their clients do better and Reddit users detail obscene tails of extreme wealth.</div> <p><a href="http://wealthmanagement.com/blog/global-wealth-slows" target="_blank">read more</a></p> http://wealthmanagement.com/blog/global-wealth-slows#comments Industry Blogs Client Relations High Net Worth The Daily Brief Fri, 23 Sep 2016 10:00:00 +0000 1332101 at http://wealthmanagement.com Stephen and Kevin Show Episode 38: Six Times You Should Ask for Feedback http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-38-six-times-you-should-ask-feedback <div class="node-body video-body">Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway. </div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-38-six-times-you-should-ask-feedback" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-38-six-times-you-should-ask-feedback#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 22 Sep 2016 15:00:00 +0000 1331561 at http://wealthmanagement.com Remove Your Earmuffs and Ask for Feedback http://wealthmanagement.com/marketing/remove-your-earmuffs-and-ask-feedback <div class="node-body article-body">Six instances where asking for feedback can be invaluable.</div> <p><a href="http://wealthmanagement.com/marketing/remove-your-earmuffs-and-ask-feedback" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/remove-your-earmuffs-and-ask-feedback#comments Client Relations Marketing Thu, 22 Sep 2016 14:36:00 +0000 1332071 at http://wealthmanagement.com Your Journey to Independence Starts Today http://wealthmanagement.com/careers/your-journey-independence-starts-today <div class="field-byline"> Jack Petersen </div> <div class="node-body article-body">Here are five considerations for advisors who are ready to embark on the journey to independence.</div> <p><a href="http://wealthmanagement.com/careers/your-journey-independence-starts-today" target="_blank">read more</a></p> http://wealthmanagement.com/careers/your-journey-independence-starts-today#comments Industry RIAs Careers Wed, 21 Sep 2016 15:20:00 +0000 1329991 at http://wealthmanagement.com What the Proposed SEC Rule on Continuity Planning Means for Your RIA http://wealthmanagement.com/business-planning/what-proposed-sec-rule-continuity-planning-means-your-ria <div class="field-byline"> Katelyn Kogan and Carlos Martins </div> <div class="node-body article-body">The SEC’s recent proposal requiring formalized plans will require RIAs to elevate their planning and risk mitigation efforts.</div> <p><a href="http://wealthmanagement.com/business-planning/what-proposed-sec-rule-continuity-planning-means-your-ria" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/what-proposed-sec-rule-continuity-planning-means-your-ria#comments Industry RIAs Business Planning Wed, 21 Sep 2016 15:20:00 +0000 1329981 at http://wealthmanagement.com Copyright Chip Somodevilla, Getty Images Top Three Areas to Develop or Update In A Disaster Recovery Plan http://wealthmanagement.com/business-planning/top-three-areas-develop-or-update-disaster-recovery-plan <div class="field-byline"> Dawn Drewitz </div> <div class="node-body article-body">For every independent advisor, there are three top areas to look at when it comes to updating or developing a disaster recovery plan - people, preparation and proactive communications.</div> <p><a href="http://wealthmanagement.com/business-planning/top-three-areas-develop-or-update-disaster-recovery-plan" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/top-three-areas-develop-or-update-disaster-recovery-plan#comments Industry Business Planning Wed, 21 Sep 2016 15:20:00 +0000 1330221 at http://wealthmanagement.com Olivier Le Moal/iStock/Thinkstock The Wealth Advisor of the Future http://wealthmanagement.com/business-planning/wealth-advisor-future <div class="node-body article-body">A new study led by Dr. Nouriel Roubini says the advisor of the future will look more like a “general practitioner” who calls on specialists when needed. </div> <p><a href="http://wealthmanagement.com/business-planning/wealth-advisor-future" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/wealth-advisor-future#comments Industry Business Planning Wed, 21 Sep 2016 09:00:00 +0000 1328821 at http://wealthmanagement.com Are You Interoceptive? Traders in Tune With Heartbeat Make More http://wealthmanagement.com/industry/are-you-interoceptive-traders-tune-heartbeat-make-more <div class="field-byline"> Hugh Son </div> <div class="node-body article-body">Traders who are better at listening to the clues their bodies give them about market patterns make more money and survive longer in the industry.</div> <p><a href="http://wealthmanagement.com/industry/are-you-interoceptive-traders-tune-heartbeat-make-more" target="_blank">read more</a></p> http://wealthmanagement.com/industry/are-you-interoceptive-traders-tune-heartbeat-make-more#comments Industry Careers Mon, 19 Sep 2016 13:04:00 +0000 1325851 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Profits Falling But AUM Fees Still Rising As Financial Advisors Defy Robo-Competition http://wealthmanagement.com/industry/profits-falling-aum-fees-still-rising-financial-advisors-defy-robo-competition <div class="node-body article-body">Advisory firms are recognizing that to stay competitive, they also must do more for clients. </div> <p><a href="http://wealthmanagement.com/industry/profits-falling-aum-fees-still-rising-financial-advisors-defy-robo-competition" target="_blank">read more</a></p> http://wealthmanagement.com/industry/profits-falling-aum-fees-still-rising-financial-advisors-defy-robo-competition#comments Industry Technology Nerd's Eye View Careers Mon, 19 Sep 2016 11:01:00 +0000 1325771 at http://wealthmanagement.com