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Client Relations

Martin Shenkman Hugh Magill
Estate Planning
How the American Family Is ChangingHow the American Family Is Changing

Marty Shenkman and Hugh Magill discuss the modern American family.

byMartin M. Shenkman
Feb 25, 2019
John Davis
High Net Worth
Help Families Future-Proof Their BusinessesHelp Families Future-Proof Their Businesses
byMitzi Perdue
Feb 25, 2019
1 Min Read
Shenkman Magill
Estate Planning
Aging and How it Affects Advisor PracticesAging and How it Affects Advisor Practices
byMartin M. Shenkman
Feb 25, 2019
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Estate Planning
Tips on Drafting Retainer Agreements for CouplesTips on Drafting Retainer Agreements for Couples
bySandra D. Glazier, Martin M. Shenkman
Feb 22, 2019
1 Min Read
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Client Relations
How Financial Advisors Can Help Clients With CybersecurityHow Financial Advisors Can Help Clients With Cybersecurity
byMatt Oechsli
Feb 21, 2019
13 Slides
tax forms
Client Relations
Six Tips to Help Clients Avoid Tax Scams This SeasonSix Tips to Help Clients Avoid Tax Scams This Season
Feb 20, 2019
7 Slides
looking at map
Client Relations
A Roadmap for Success: The Importance of Crafting a Proper Investment Policy Statement
A Roadmap for Success: The Importance of Crafting a Proper Investment Policy Statement
Feb 15, 2019
|
1 Min Read
byJonathan I. Shenkman, President
abstract faces
Client Relations
My Life as a Client: Someone Needs to Pay Attention
My Life as a Client: Someone Needs to Pay Attention
Feb 14, 2019
|
1 Min Read
byAnne Field, Columnist: Fix My Business
adult children and parents walking
Client Relations
Marketing to Clients' Children
Marketing to Clients' Children
Feb 14, 2019
|
1 Min Read
byStephen Boswell, Kevin A. Nichols
women climbing ladder
Client Relations
Women and Wealth: How to Get it Right
Women and Wealth: How to Get it Right
Feb 12, 2019
|
1 Min Read
Financial Marriage Counseling
High Net Worth
Financial Marriage Counseling
Financial Marriage Counseling
Feb 11, 2019
|
1 Min Read
Micah Shilanski
Career Moves
Michael Kitces' #FASuccess Podcast: How Micah Shilanski Makes Working Four Months a Year Work for Him
Michael Kitces' #FASuccess Podcast: How Micah Shilanski Makes Working Four Months a Year Work for Him
Feb 5, 2019
byMichael Kitces
Federal government shutdown need to work sign
Industry News & Trends
Betterment Joins XYPN in Offering Free Financial Advice to Government Employees
Betterment Joins XYPN in Offering Free Financial Advice to Government Employees
Jan 25, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
tips219
Estate Planning
Tips From the Pros: It’s Not You, It’s Me: Saying Goodbye to Departing Clients
Tips From the Pros: It’s Not You, It’s Me: Saying Goodbye to Departing Clients
Jan 25, 2019
|
1 Min Read
byLouis S. Harrison, Partner
smoking marijuana
High Net Worth
This Bud's for You
This Bud's for You
Jan 25, 2019
|
1 Min Read
byDavid H. Lenok, Senior Editor
Sergio Ermotti
Client Relations
UBS Warns of Headwinds After Clients Pull $13 Billion in Quarter
UBS Warns of Headwinds After Clients Pull $13 Billion in Quarter
Jan 22, 2019
|
1 Min Read
Lisa Kirchenbauer
Business Planning
Michael Kitces #FASuccess Podcast: Lisa Kirchenbauer on How Advisors Can Take a Sabbatical
Michael Kitces #FASuccess Podcast: Lisa Kirchenbauer on How Advisors Can Take a Sabbatical
Jan 22, 2019
byMichael Kitces
Michael Kitces
Industry News & Trends
XYPN Advisors Offer Free Financial Advice During Shutdown
XYPN Advisors Offer Free Financial Advice During Shutdown
Jan 18, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
talking behind back
Client Relations
Are Your Clients Talking Behind Your Back?
Are Your Clients Talking Behind Your Back?
Jan 17, 2019
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1 Min Read
byMatt Oechsli, Columnist: The Inner Game
Comtech
Client Relations
New Clients Help Lift Merrill Lynch to Record Revenue in 2018
New Clients Help Lift Merrill Lynch to Record Revenue in 2018
Jan 17, 2019
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1 Min Read
byMichael Thrasher, Staff Writer
TEFeatured2018
Client Relations
Pre-validation of Will and No-Contest ClausesHow to Avoid Challenges to a Client’s Testamentary Documents: Pre-Mortem Validation and No-Contest Clauses to the Rescue!
Pre-validation of Will and No-Contest ClausesHow to Avoid Challenges to a Client’s Testamentary Documents: Pre-Mortem Validation and No-Contest Clauses to the Rescue!
Jan 12, 2019
elderly woman grieving
Client Relations
The Psychology of Grieving Clients – Part 2
The Psychology of Grieving Clients – Part 2
Jan 10, 2019
|
1 Min Read
byAmy Florian, CEO
Wells Fargo ATMs.
Client Relations
Your Clients' Kids Want to Meet With You
Your Clients' Kids Want to Meet With You
Jan 10, 2019
|
1 Min Read
byMichael Thrasher, Staff Writer
John R. Schneider III and his husband
RIA
Following Trip To Vegas, Former Schwab Advisor Feared Bankruptcy
Following Trip To Vegas, Former Schwab Advisor Feared Bankruptcy
Jan 9, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
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Client Relations
Can Soft Skills Be Taught? In Financial Services, They Should Be
Can Soft Skills Be Taught? In Financial Services, They Should Be
Jan 8, 2019
|
1 Min Read
Lorraine Wolfe
Client Relations
My Life as a Client: Lots of Errors, Not Enough Caring
My Life as a Client: Lots of Errors, Not Enough Caring
Jan 8, 2019
|
1 Min Read
byAnne Field, Columnist: Fix My Business
museums closed government shutdown
Industry News & Trends
How Advisors Are Navigating a Partial Government Shutdown
How Advisors Are Navigating a Partial Government Shutdown
Jan 3, 2019
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
zen garden
Estate Planning
Thirteen Planning Constants Amid the Chaos
Thirteen Planning Constants Amid the Chaos
Dec 26, 2018
|
1 Min Read
byAvi Z. Kestenbaum, Partner
looking at map
Business Planning
Five Steps for Getting Ahead of the Next Recession
Five Steps for Getting Ahead of the Next Recession
Dec 26, 2018
|
1 Min Read
byMatt Oechsli, Columnist: The Inner Game
doctor checkup
Client Relations
Americans Put Advisor Meetings on Par With Medical Checkups
Americans Put Advisor Meetings on Par With Medical Checkups
Dec 22, 2018
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
elder care
High Net Worth
Holiday Elder Care Questions for Clients and Their Loved Ones
Holiday Elder Care Questions for Clients and Their Loved Ones
Dec 19, 2018
|
1 Min Read
byDavid H. Lenok, Senior Editor
stock market drop
Career Moves
How Will the Next Financial Downturn Shape Your Career?
How Will the Next Financial Downturn Shape Your Career?
Dec 18, 2018
|
1 Min Read
byGreg Luken, founder and CEO
kid and gifts
Client Relations
Amazon’s Bestselling Children’s Gifts to Encourage Savings
Amazon’s Bestselling Children’s Gifts to Encourage Savings
Dec 17, 2018
|
11 Slides
byDiana Britton, Managing Editor
crying grief
Client Relations
The Psychology of Grieving Clients
The Psychology of Grieving Clients
Dec 17, 2018
|
1 Min Read
byAmy Florian, CEO
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Philanthropy
Charitable Giving in the Face of Tragedy
Charitable Giving in the Face of Tragedy
Dec 15, 2018
|
1 Min Read

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