Address Clients’ Volatility Fears Head-On

Nov 30, 2016

An advisor’s job goes far beyond picking the right investments.

Time for Wall Street to Produce Products for People, Not Robots

Nov 29, 2016

Advisors play a crucial role in delivering guidance to their clients, namely by coaching them to stick with their long-term plans.

Hidden Gems: Anything to Treasure in DOL’s Fiduciary Rule?

Nov 28, 2016

The department’s regulatory action continues to draw fire. It’s either too much or not enough, depending on the advisor’s view. Here’s why it doesn’t matter.

The DOL’s Fiduciary Rule Brings More Surprises

Nov 28, 2016

Unexpected changes are happening already with more industry shifts to come that many weren’t expecting.

The 10 Best Business Books of 2016 for Advisors

Nov 24, 2016

With so many new business books published this year, it’s hard find the titles that will really make a difference to financial professionals. We pored over 200 new titles to find the books most focused on the needs of our readers and best able to...

What Is Your Prospect Trying to Tell You?

Nov 23, 2016

The most successful financial professionals are able to decode a prospect’s non-verbal cues and adjust to them on the fly. By slowing down and paying attention to your prospect’s body language and subtle facial expressions, you...

Stephen and Kevin Show Episode 43: Our Two Cents on Communicating Fees to Clients and Prospects

Nov 23, 2016

Three common fee conversations to have with clients and prospects.