The 4 Pillars of Successful Client Events
Some client appreciation events are more popular than others. But why is that?
Essential Advisor Bill Shiffman on Being Proactive
“Coming out of an accounting background, most accountants are reactive,” Schiffman says.
4 Portfolio Models to Help Advisors Segment Clients
These models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.
Essential Advisor Mehul Mistry on Being the Grownup in Client Relationships
“Part of being a planner is being a psychologist, being a counselor, sometimes being a parent to our clients,” Mistry says.
Essential Advisor Kyle Imhof on Educating Clients
“A big part of our methodology and our mission is serving other people,” Imhof says.
Not So Fast, Tortoise
I’m continually surprised that most firm owners resist building a solid foundation for their businesses before implementing new strategies to grow their firms.
When Debt Is Good
The word “debt” is rarely expressed as a positive notion. When the same concept is called “leverage,” wealthy people and business executives see potential.
Lessons from a Quarterback, Technologist & Treasury Secretary
Pershing's INSITE 2017 conference had many fans this year.
All Together: Editor's Letter
This quarter's issue of Research on Wealth focuses on how advisors care about their practices and communities.
Raymond James' Experienced Empathizer
Veteran employee advisor Shelly Church relies on her professional and personal experience to guide clients, meet their financial-planning needs and support her community.