Business Planning

Client loyalty has become a key issue within the financial services industry. Finally it appears to have replaced the tired old "client satisfaction" standard for measuring client relationships

Last November, Michael Domingo and his partner, John Hetzel, launched their own advisory firm in Dallas with their eyes on an unusual prize: 20-somethings without a lot of assets. Domingo, 36, and Hetzel, 30, had both spent about five years with...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and transitioning our clients to where we were truly...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and transitioning our clients to where we were truly...

Not a day goes by without my office receiving multiple inquiries about or affluent client acquisition: What does it take to become a rainmaker?

The surprising success of Vanguard's new online financial planning service suggests advisors have some work to do

You can find more opportunities - and affluent clients - by focusing on your goals

Reps say their clients don't want insurance but their clients say they do. If you want to hold onto these clients, you might want to consider their insurance needs more carefully

The dog days of August may be the best time to promote your practice

whether you are leading a wealth-management team or are a sole practitioner should not be the determining factor in deciding if you should target the affluent.