Advisor’s Buy-Sell Agreement Is Triggered by Tragedy
Advisor Kevin Skipper signed a buy-sell agreement with our firm. Five months later, he died unexpectedly. Here's what we learned.
Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
Full Disclosure: Dalbar’s Plan to Separate Sales from Advice
Led by Lou Harvey, the firm proposes some surprising and significant industry reforms that are worth considering.
To Connect With Tomorrow’s Clients, Focus on Closing the Industry's Gender Gap Today
For all the talk of “embracing change,” the majority of independent firms and advisors continue to struggle with diversity.
Helping Clients Recover Their Retirements: Pt. 1
This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
The Marketing Metrics That Really Matter for Advisors
To anyone who’s ever felt overwhelmed after looking at Google Analytics, know this: You’re not alone.
10 Sales Behaviors That Prospects Hate
Here's a list of things you might be doing that could send prospects running.
Look Who's Fighting Our Algorithmic Overlords
A scientist has come up with a way to measure whether an AI is biased.
Determining Business Interruption Losses After Hurricane Harvey
If a storm has just affected, or could soon affect, your agency, this article might be helpful.
Help Wanted: Mistakes Owner-Advisors Make With Business Consultants
While this may seem self-serving, I believe that all businesses, including advisory businesses, can benefit from good outside business consultants.