Coaches Corner: Make Year End Goal Planning a Team Sport
Following a six-step process—and getting buy-in from everyone on your team—makes for effective goal planning.
What the World Needs Now…Are Client Advocates
The securities industry seems to be moving toward fiduciary client advocate advisors. Unfortunately, it looks like it will take a new professional organization to get there.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
Coaches Corner: 5 Traits of a Good Advisor Leader
Most advisors did not get into the business to manage people, but the best advisor managers share similar traits.
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
With New Year, Financial Advisors Will Need New Approach
One critical strategy that I see taking hold in 2015 is “investor/advisor alignment.”
Why Aren’t CFPs Always Subject to a Fiduciary Standard?
The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
Six Do’s and Don’ts for Advisor Due Diligence
The key is to tailor a due diligence program to your specific practice and the potential risk posed by each third-party service provider.