Practice Planning

Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for...

All those bits, bytes, notes and posts have valuable details that can help you grow your firm—and be a better communicator

Failure has emerged as a welcome teacher in other industries, but not yet in financial services. Here’s how to learn from “the other F word.”

Affluent clients rate their financial advisor higher in every key metric when the relationship is expanded to include a social element

Failure differs from risk, mistake, error, set-back, screw-up, defeat and the countless other names we have for adverse events. For this article, I define failure as an outcome that falls significantly short of client expectations. By this defini...