An advisor who can demonstrate that they understand these women’s needs and can make their lives easier, will likely succeed in acquiring and engaging these types of clients.

Sometimes, the best training a financial advisor has is the years previously spent working in an unrelated profession

The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. The rule, which may come to life by October, is aimed at mitigating the risk of client...

As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic about their family’s financial situation despite concerns about taxes, health...

I just finished reading Tony Robbins’ new book, Money – Master the Game. ...

Many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is.

A client who feels appreciated is far more likely to stick with you through a down market, continue to consolidate accounts with you and is more likely to give you referrals

I was thumbing through my mobile LinkedIn newsfeed the other day and noticed something that caused me to both laugh and wince at the same time (and grab a screenshot of course). In the example below, Michael changed his LinkedIn profile to refle...

In recent years, a growing number of advisors have evolved their practices to meet the changing needs of their clients by taking a more holistic approach and moving from transaction-based business models to advisory models. For those yet to...