A 5-Step Process to Utilize Your Existing Technology: Adoption & Summary
Buy-in and adoption of both new and existing technologies starts from the top and radiates from there.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
Have the CFP Board’s Recent Punishments Fit the Crimes?
First, do no harm. Was harm done in the cases of Ron Rhoades, “fee-only” wirehouse brokers and the Camardas?
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
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.