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Christine Luken
Client Relations
My Life as a Client: Fleeing High FeesMy Life as a Client: Fleeing High Fees

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client.

byAnne Field, Columnist: Fix My Business
Apr 9, 2019
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1 Min Read
Kylie Jenner Met Ball
Alternative Investments
Investors’ Guide to Gen Z: Weed, Social Justice and Kylie JennerInvestors’ Guide to Gen Z: Weed, Social Justice and Kylie Jenner
Apr 8, 2019
6 Slides
MC Dyalekt and Pamela Capalad
Career Moves
Brunch as a Business ModelBrunch as a Business Model
byDavid H. Lenok
Apr 8, 2019
1 Min Read
Mindy diamond podcast
Industry News & Trends
Rockefeller Capital Management DemystifiedRockefeller Capital Management Demystified
byMindy Diamond
Apr 8, 2019
private jet
Client Relations
Make Clients 'Feel Special' and You Could Double Your BookMake Clients 'Feel Special' and You Could Double Your Book
byMichael Thrasher
Apr 5, 2019
1 Min Read
Businessman chess finance
High Net Worth
Fees, Performance and the Bigger PictureFees, Performance and the Bigger Picture
byJonathan I. Shenkman
Apr 5, 2019
1 Min Read
sympathetic businessman
Growth Strategies
How to Turn Away Prospects Without Hurting Feelings
How to Turn Away Prospects Without Hurting Feelings
Apr 4, 2019
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1 Min Read
byMatt Oechsli, Columnist: The Inner Game
Tyler Skaggs Angels
High Net Worth
Advisor Helps Ballplayer Prepare for Life's Curveballs
Advisor Helps Ballplayer Prepare for Life's Curveballs
Apr 3, 2019
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1 Min Read
Jared Reynolds
Client Relations
Michael Kitces' #FASuccess Podcast: Fishing for Prospects With Jared Reynolds
Michael Kitces' #FASuccess Podcast: Fishing for Prospects With Jared Reynolds
Apr 2, 2019
byMichael Kitces
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Growth Strategies
The Anatomy of an Effective LinkedIn Prospecting Message
The Anatomy of an Effective LinkedIn Prospecting Message
Apr 1, 2019
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1 Min Read
byStephen Boswell, Kevin A. Nichols
brick wall crack
High Net Worth
Help Clients Avoid Family Business Fractures
Help Clients Avoid Family Business Fractures
Apr 1, 2019
|
1 Min Read
byAmy A. Castoro, President
widow
High Net Worth
Financial Planning for Widows and Widowers
Financial Planning for Widows and Widowers
Mar 29, 2019
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1 Min Read
store
Business Planning
A New Generation of Younger Advisors are on the Move to Independence
A New Generation of Younger Advisors are on the Move to Independence
Mar 28, 2019
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1 Min Read
money hands
Business Planning
Income-Based Fees Make A 'Comeback'
Income-Based Fees Make A 'Comeback'
Mar 27, 2019
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
How to Create a Meaningful and Successful Client Relationship
Client Relations
How to Create a Meaningful and Successful Client Relationship
How to Create a Meaningful and Successful Client Relationship
Mar 27, 2019
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1 Min Read
byStanley H. Teitelbaum, Martin M. Shenkman
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Sponsored Content
Advisor Value Propositions
Advisor Value Propositions
Mar 26, 2019
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1 Min Read
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Sponsored Content
Realizing the Value of Your Life's Work
Realizing the Value of Your Life's Work
Mar 26, 2019
|
1 Min Read
Mindy diamond podcast
Career Moves
A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside
A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside
Mar 22, 2019
byMindy Diamond, CEO, Diamond Consultants
Josh Patrick
Business Planning
Michael Kitces' #FASuccess Podcast: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners. with Josh Patrick
Michael Kitces' #FASuccess Podcast: Forming A Specialized Advice Process To Add Real Value In Serving Small Business Owners. with Josh Patrick
Mar 22, 2019
byMichael Kitces
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Sponsored Content
The Age of the Multigenerational Workforce
The Age of the Multigenerational Workforce
Mar 20, 2019
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1 Min Read
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Sponsored Content
Why Millennials Quit
Why Millennials Quit
Mar 20, 2019
|
1 Min Read
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Sponsored Content
CRE’s Problem: Aging Players; Solution: Diversity
CRE’s Problem: Aging Players; Solution: Diversity
Mar 19, 2019
|
1 Min Read
Harold Evensky
Career Moves
Michael Kitces' #FASuccess Podcast: Reliving the Early Days of Independence with Harold Evensky
Michael Kitces' #FASuccess Podcast: Reliving the Early Days of Independence with Harold Evensky
Mar 19, 2019
byMichael Kitces
busy office
Industry News & Trends
Compliance—Not Cost—Is Most Important to Planning Back Office
Compliance—Not Cost—Is Most Important to Planning Back Office
Mar 15, 2019
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1 Min Read
byDiana Britton, Moderator, Managing Editor
tax forms money
High Net Worth
How Smart Are You About Tax Credits?
How Smart Are You About Tax Credits?
Mar 15, 2019
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31 Slides
byJohn Kador
fragile box
High Net Worth
Delicately Handling Family Loans and Gifts
Delicately Handling Family Loans and Gifts
Mar 15, 2019
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7 Slides
byKevin McKinley, Columnist: Generations
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High Net Worth
The New Family Business Ownership Model
The New Family Business Ownership Model
Mar 15, 2019
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1 Min Read
byPatricia M. Angus, Founder & CEO
stanford college
Client Relations
Don’t Let High-Cost Colleges Prey on Your Clients’ Social Insecurity
Don’t Let High-Cost Colleges Prey on Your Clients’ Social Insecurity
Mar 15, 2019
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1 Min Read
byLynn O'Shaughnessy, Columnist: College Planning
voicemail
Client Relations
Five Voicemail Tips for Financial Advisors
Five Voicemail Tips for Financial Advisors
Mar 14, 2019
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6 Slides
byStephen Boswell, Kevin A. Nichols
Hilary Hendershott
Career Moves
Michael Kitces' #FASuccess Podcast: Building Confidence With Hilary Hendershott
Michael Kitces' #FASuccess Podcast: Building Confidence With Hilary Hendershott
Mar 12, 2019
byMichael Kitces
Fennella Bruce
Client Relations
My Life as a Client: Goldilocks and the Three Financial Advisors
My Life as a Client: Goldilocks and the Three Financial Advisors
Mar 11, 2019
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1 Min Read
byAnne Field, Columnist: Fix My Business
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Client Relations
The Future of Household-Level Planning Is Now
The Future of Household-Level Planning Is Now
Mar 11, 2019
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1 Min Read
byDavid H. Lenok, Senior Editor
fraud
Retirement
Brokerage and Retirement Account Fraud Jumped in 2018
Brokerage and Retirement Account Fraud Jumped in 2018
Mar 9, 2019
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1 Min Read
byMichael Thrasher, Staff Writer
business man golf club
Financial Planning
The 10 Most-Overused Clichés in Wealth Management
The 10 Most-Overused Clichés in Wealth Management
Mar 8, 2019
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11 Slides
byDiana Britton, Moderator, Managing Editor
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Career Moves
Why are Women Underserved in Financial Services?
Why are Women Underserved in Financial Services?
Mar 8, 2019
|
1 Min Read

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