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museums closed government shutdown

Industry News & Trends

How Advisors Are Navigating a Partial Government Shutdown How Advisors Are Navigating a Partial Government Shutdown

While the partial shutdown is an immediate threat for clients, President Trump’s executive order has the potential for a bigger impact.

bySamuel Steinberger, Senior Technology Editor

Jan 3, 2019

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1 Min Read

business plan meeting

Business Planning

The One-Page Business Plan Template for Financial Advisors The One-Page Business Plan Template for Financial Advisors

byStephen Boswell, Kevin A. Nichols

Dec 31, 2018

1 Min Read

Business Planning

Quasi-Independence 2.0 Quasi-Independence 2.0

byMindy Diamond

Dec 27, 2018

1 Min Read

Estate Planning

Thirteen Planning Constants Amid the Chaos Thirteen Planning Constants Amid the Chaos

byAvi Z. Kestenbaum

Dec 26, 2018

1 Min Read

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

Client Relations

Americans Put Advisor Meetings on Par With Medical Checkups Americans Put Advisor Meetings on Par With Medical Checkups

bySamuel Steinberger

Dec 22, 2018

1 Min Read

elder care

Holiday Elder Care Questions for Clients and Their Loved Ones

Holiday Elder Care Questions for Clients and Their Loved Ones

byDavid H. Lenok, Senior Editor

stock market drop

How Will the Next Financial Downturn Shape Your Career?

How Will the Next Financial Downturn Shape Your Career?

byGreg Luken, founder and CEO

Mindy diamond podcast

Business Planning

An Investment Banker’s Perspective on Building an RIA Firm for Maximum Value

An Investment Banker’s Perspective on Building an RIA Firm for Maximum Value

byMindy Diamond, CEO, Diamond Consultants

kid and gifts

Client Relations

Amazon’s Bestselling Children’s Gifts to Encourage Savings

Amazon’s Bestselling Children’s Gifts to Encourage Savings

byDiana Britton, Moderator, Managing Editor

crying grief

Client Relations

The Psychology of Grieving Clients

The Psychology of Grieving Clients

byAmy Florian, CEO

red cross truck

Charitable Giving in the Face of Tragedy

Charitable Giving in the Face of Tragedy

business dinner

Growth Strategies

The Secret to COI Referrals

The Secret to COI Referrals

byStephen Boswell, Kevin A. Nichols

Warn Elderly Clients About the “Grandparent Scam”

Warn Elderly Clients About the “Grandparent Scam”

byEmily A. Martin, Attorney

magnifying glass paperwork

Estate Planning

Eight Simple Estate Planning Review Items for 2019

Eight Simple Estate Planning Review Items for 2019

byScott Huff, CEO

Michael Henley

Michael Kitces’ #FASuccess Podcast: The Pros and Cons of Independence With Michael Henley

Michael Kitces’ #FASuccess Podcast: The Pros and Cons of Independence With Michael Henley

byMichael Kitces

ladies lunching 1930s

Client Relations

Money Mentorship or Financial Advice?

Money Mentorship or Financial Advice?

bySamuel Steinberger, Senior Technology Editor

Business Planning

The Perils of Trying to Be Superman

The Perils of Trying to Be Superman

F grade test

Financial Planning

Wealth Management Industry Failing Clients on Financial Planning

Wealth Management Industry Failing Clients on Financial Planning

byMichael Thrasher, Staff Writer

millennials phones

Industry News & Trends

Millennials to Advisors: We Don’t Need You

Millennials to Advisors: We Don’t Need You

bySamuel Steinberger, Senior Technology Editor

dollars hearts

Affluent Americans Rank Money Higher Than Love When Coupling Up

Affluent Americans Rank Money Higher Than Love When Coupling Up

Frank Perdue bobblehead

Eight Leadership Lessons From Frank Perdue

Eight Leadership Lessons From Frank Perdue

Mindy diamond podcast

The Rewards and Risks of Independence: A Conversation With Mark Tibergien

The Rewards and Risks of Independence: A Conversation With Mark Tibergien

byMindy Diamond, CEO, Diamond Consultants

computer desk

Client Relations

Ned Davis White-Labels Its Commentary for Advisors

Ned Davis White-Labels Its Commentary for Advisors

byDiana Britton, Moderator, Managing Editor

Elf movie

Client Relations

Five Steps for Capitalizing on the Holidays

Five Steps for Capitalizing on the Holidays

byMatt Oechsli, Columnist: The Inner Game

businessman lifting weights illustration

Did You Bring Your “A” Game to 2018?

Did You Bring Your “A” Game to 2018?

byMatt Oechsli, Columnist: The Inner Game

Stanley Teitelbaum

Client Relations

My Life as a Client: Not as Smart as They Seemed

My Life as a Client: Not as Smart as They Seemed

byAnne Field, Columnist: Fix My Business

metamorworks/iStock/Getty Images Plus

Client Relations

Anatomy of an Adaptive Investment Manager

Anatomy of an Adaptive Investment Manager

The Dangers of Saving for College Instead of Retirement

The Dangers of Saving for College Instead of Retirement

byKevin McKinley, Columnist: Generations

advisor phone

"Text Me," Embracing A Most Popular Form Of Communication

"Text Me," Embracing A Most Popular Form Of Communication

byJohn T. Jones

Mojo coffee

Industry News & Trends

Lessons a New Kestra Executive Brought From the Coffee Business

Lessons a New Kestra Executive Brought From the Coffee Business

byMichael Thrasher, Staff Writer

businessman books

Ten Best Business Books of 2018 for Financial Advisors

Ten Best Business Books of 2018 for Financial Advisors

computer magnet leads

Growth Strategies

Nurturing Digital Leads 101 for Financial Advisors

Nurturing Digital Leads 101 for Financial Advisors

byStephen Boswell, Kevin A. Nichols

Thanksgiving dinner family

Client Relations

Money Talks at Family Gatherings

Money Talks at Family Gatherings

chess board merger pieces

Business Planning

The Top Factors That Influence M&A Deals

The Top Factors That Influence M&A Deals