Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with REP. about where advisors are going wrong, and what they can do to fix it.
People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. And it's a wise advisor who finds gifts that will create new memories with their clients, fostering a strong relationship and...
We all know that relationships are the core of our business. They are the nucleus of our success. And even though we intuitively understand this principle, oftentimes we don’t give these key relationships the attention they deserve.
The days o...
The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got...
Feeling overwhelmed? Many business consultants or coaches will tell you to fire your least profitable clients. But client segmentation is more than that. Here’s how one RIA did it.
Grab A Glass Of Wine and Google Yourself
Chicago: “I’m not sure how to approach 2014 business planning," Martin said before explaining his reasoning, “I don’t think anyone is taking this as seriously as they should and it’s aggravating...
