5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
AIG Shareholders Still Want a Nicer Bailout
Why would anyone call Paulson, Geithner and Bernanke to testify on Delaware’s corporate governance standards for reverse stock splits? There's something else going on here.
Self-Directed Investments for Divorcing Clients: What Advisors Should Know
Many clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.
Coaches Corner: Nixing the Top 4 Excuses for Not Building Systems
Many advisors have great excuses for not implementing standard procedures in their firms, but there are just as many reasons to do so. Here’s how.
Fiduciary September and What’s Possible
What we learned during Fiduciary September from John Bogle, John Taft, Barbara Roper, Troy Paredes and Robert Plaze.
Misconceptions Over Investment Terms Can Plague Advisors Large and Small
The saga of the San Diego County pension plan and its advisor should serve as a cautionary tale for advisors about the importance of educating clients.
Yet Another Reason Why Internal Successions Are Best
Advisors are counting on an external sale (eventually) to fund their retirement, but in our experience the best exit strategy is an internal succession plan.
Bringing Financial Knowledge to the Barrio
Louis Barajas is spreading financial planning knowledge to immigrants in his childhood home of East Los Angeles.
9 Creative Ways for Financial Advisors to Acquire Clients
If your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively, either.