Practice Management en Stephen and Kevin Show Episode 34: Why You Should Watch the Olympics with Clients and Prospects <div class="node-body video-body">The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects.</div> <p><a href="" target="_blank">read more</a></p> Business Planning Client Relations Marketing Prospecting Practice Management Thu, 28 Jul 2016 15:30:00 +0000 1250411 at You Can’t Escape the Past <div class="node-body article-body">A failure to disclose even the most mundane youthful indiscretions could lead to career-damning consequences. Err on the side of caution. </div> <p><a href="" target="_blank">read more</a></p> Wirehouse Careers Wed, 27 Jul 2016 18:30:00 +0000 1237361 at Copyright Huan Tran, Getty Images Putting Some “Drama” in Your Social Prospecting <div class="node-body article-body">There is a natural, yet powerful, way of broaching a business conversation with a social prospect. It's called "the dramatic approach."</div> <p><a href="" target="_blank">read more</a></p> Prospecting Practice Management Wed, 27 Jul 2016 17:38:00 +0000 1249281 at vDraw/iStock/Thinkstock Six Tips for Avoiding Mistakes When Buying an Independent Practice <div class="node-body gallery-body">There are plenty of mistakes to be made when looking to acquire an independent practice. Here are a few tips to avoid making costly ones.</div> <p><a href="" target="_blank">read more</a></p> Business Planning Practice Management Wed, 27 Jul 2016 14:41:00 +0000 1249001 at Fidelity Charitable Launches New Practice Management Program <div class="node-body article-body">Offered through Fidelity Charitable University, the program will teach advisors how to develop philanthropic strategies for clients.</div> <p><a href="" target="_blank">read more</a></p> Industry Charitable Giving Practice Planning High Net Worth Tue, 26 Jul 2016 17:09:00 +0000 1247991 at Copyright Scott Barbour, Getty Images Three Tips To Remain Relevant In The Robo Era <div class="field-byline"> David Lyon </div> <div class="node-body article-body">Firms need to adapt some of the technology introduced by robos instead of trying to compete against it. </div> <p><a href="" target="_blank">read more</a></p> Industry Technology Business Planning Next Gen Investor Practice Management Tue, 26 Jul 2016 16:31:00 +0000 1247981 at The Danger of Greeting Clients With “How Are You?” <div class="node-body article-body">If you want to deepen your relationship and build loyalty with clients when they are going through transition or grief, 'How are you?' is not a good question to ask.</div> <p><a href="" target="_blank">read more</a></p> Client Relations Practice Management Tue, 26 Jul 2016 15:04:00 +0000 1247811 at MariaDubova/iStock/Thinkstock Should You Be Checking Your Client’s Email? <div class="field-deck"> The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions. </div> <div class="node-body article-body">It makes sense that the Revised Uniform Fiduciary Access to Digital Assets Act has been developed to enable you as a fiduciary to step into someone else’s shoes when they die or lose capacity.</div> <p><a href="" target="_blank">read more</a></p> Technology Client Relations Estate Planning Wealth Planning Tue, 26 Jul 2016 13:43:00 +0000 1247501 at cosmin4000/iStock/Thinkstock Help Clients Maintain Perspective in Turbulent Markets <div class="node-body article-body">Pullbacks are normal. It’s how you help clients deal with them that counts. </div> <p><a href="" target="_blank">read more</a></p> Raymond James: Practice Insights Client Relations Mon, 25 Jul 2016 15:23:00 +0000 1246481 at David De Lossey/Digital Vision/Thinkstock Building New Business in Volatile Markets <div class="node-body article-body">Fluctuations present both challenges and opportunities to show value to current clients and new ones </div> <p><a href="" target="_blank">read more</a></p> Raymond James: Practice Insights Prospecting Mon, 25 Jul 2016 15:23:00 +0000 1246501 at Copyright Peter Macdiarmid, Getty Images