Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en Ten Financial Tips for Professional Athletes http://wealthmanagement.com/high-net-worth/ten-financial-tips-professional-athletes <div class="node-body gallery-body">Professional athletes come into money when they are young and inexperienced. The following tips will help them make it last a lifetime. </div> <p><a href="http://wealthmanagement.com/high-net-worth/ten-financial-tips-professional-athletes" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/ten-financial-tips-professional-athletes#comments High Net Worth Practice Management Mon, 29 Aug 2016 09:00:00 +0000 1296631 at http://wealthmanagement.com Selling Your Book of Business: Top Three Considerations http://wealthmanagement.com/business-planning/selling-your-book-business-top-three-considerations <div class="field-byline"> Steven Dudash </div> <div class="node-body article-body">The number of advisors who plan to leave the space and sell their books of business will likely only accelerate in the coming years. Don't complicate things by not having a succession plan.</div> <p><a href="http://wealthmanagement.com/business-planning/selling-your-book-business-top-three-considerations" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/selling-your-book-business-top-three-considerations#comments Business Planning Viewpoints Practice Management Fri, 26 Aug 2016 13:51:00 +0000 1297801 at http://wealthmanagement.com Maybe You’re Not as Stupid as Your Financial Adviser Thinks http://wealthmanagement.com/client-relations/maybe-you-re-not-stupid-your-financial-adviser-thinks <div class="field-byline"> Ben Steverman </div> <div class="node-body article-body">Clients do need help, but they should choose their financial adviser carefully.</div> <p><a href="http://wealthmanagement.com/client-relations/maybe-you-re-not-stupid-your-financial-adviser-thinks" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/maybe-you-re-not-stupid-your-financial-adviser-thinks#comments Client Relations Mutual Funds Retirement Planning Thu, 25 Aug 2016 16:24:00 +0000 1296261 at http://wealthmanagement.com Copyright Orlando, Getty Images Smooth Sailing Through the Fee Conversation http://wealthmanagement.com/client-relations/smooth-sailing-through-fee-conversation <div class="node-body article-body">The following are preventative measures you can take to minimize fee concerns and ultimately sail through the fee conversation.</div> <p><a href="http://wealthmanagement.com/client-relations/smooth-sailing-through-fee-conversation" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/smooth-sailing-through-fee-conversation#comments Client Relations Marketing Prospecting Thu, 25 Aug 2016 15:27:00 +0000 1296191 at http://wealthmanagement.com How to Conquer a Client's Irrational Fears http://wealthmanagement.com/client-relations/how-conquer-clients-irrational-fears <div class="node-body article-body">Do not talk them out of being afraid. Instead, acknowledge their fears and find ways to help them feel safe. </div> <p><a href="http://wealthmanagement.com/client-relations/how-conquer-clients-irrational-fears" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/how-conquer-clients-irrational-fears#comments Client Relations Thu, 25 Aug 2016 15:08:00 +0000 1296121 at http://wealthmanagement.com <p>This isn&#39;t going to happen.</p> Copyright Spencer Platt, Getty Images Onboarding a Wirehouse Advisor Into Your RIA http://wealthmanagement.com/business-planning/onboarding-wirehouse-advisor-your-ria <div class="field-byline"> Anna Maria Garcia </div> <div class="node-body article-body">The benefits of liberating a wirehouse advisor into your firm can far outweigh the hassle of the transition itself. </div> <p><a href="http://wealthmanagement.com/business-planning/onboarding-wirehouse-advisor-your-ria" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/onboarding-wirehouse-advisor-your-ria#comments RIAs Business Planning Wirehouse Careers Wed, 24 Aug 2016 15:37:00 +0000 1294201 at http://wealthmanagement.com Colin Walton/Thinkstock Succession Planning: You Owe it to Your Employees http://wealthmanagement.com/business-planning/succession-planning-you-owe-it-your-employees <div class="node-body article-body">Most advisors have great client service people and administrators but not necessarily folks who can run their business on their behalf.</div> <p><a href="http://wealthmanagement.com/business-planning/succession-planning-you-owe-it-your-employees" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/succession-planning-you-owe-it-your-employees#comments Business Planning Public Wed, 24 Aug 2016 15:22:00 +0000 1294191 at http://wealthmanagement.com <p>A continuity plan is not only necessary for clients, but also for employee retention and motivation.</p> Some Old Fashioned Advice for Working With Millennials http://wealthmanagement.com/client-relations/some-old-fashioned-advice-working-millennials <div class="node-body article-body">As young investors accumulate assets and look to the markets to compound their savings, advisors have an opportunity to help shape their early perspectives.</div> <p><a href="http://wealthmanagement.com/client-relations/some-old-fashioned-advice-working-millennials" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/some-old-fashioned-advice-working-millennials#comments Client Relations Wed, 24 Aug 2016 14:43:00 +0000 1293981 at http://wealthmanagement.com nensuria/iStock/Thinkstock Options for Institutional Advisors Are Not Nearly as “Institutional” as One Might Think http://wealthmanagement.com/careers/options-institutional-advisors-are-not-nearly-institutional-one-might-think <div class="node-body article-body">With all of the high-profile movement going on in the financial advisor landscape, one area of practice that seems to capture less of the limelight is the institutional advisory space.</div> <p><a href="http://wealthmanagement.com/careers/options-institutional-advisors-are-not-nearly-institutional-one-might-think" target="_blank">read more</a></p> http://wealthmanagement.com/careers/options-institutional-advisors-are-not-nearly-institutional-one-might-think#comments Wirehouse Careers Tue, 23 Aug 2016 18:10:00 +0000 1267691 at http://wealthmanagement.com Qvasimodo/iStock Don’t Avoid the Performance Talk http://wealthmanagement.com/client-relations/don-t-avoid-performance-talk <div class="field-byline"> Eric Clarke </div> <div class="node-body article-body">Eric Clarke believes advisors are doing clients a disservice by avoiding the “performance talk.” In this new series, the Orion CEO speaks with advisors firsthand about how they’re re-prioritizing performance reporting.</div> <p><a href="http://wealthmanagement.com/client-relations/don-t-avoid-performance-talk" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/don-t-avoid-performance-talk#comments Technology Client Relations Commentary Mon, 22 Aug 2016 08:00:00 +0000 1288481 at http://wealthmanagement.com