Why Financial Planning Can’t Be Offered to the Masses
In part one of a series, we explore the root cause for why advisors can’t extend services to more Americans. It's not what you think.
The Biggest Trap Advisors Face When Marketing Themselves
When you cast your prospect net wider hoping to attracting more clients, your prospect list may grow, but your close rate will suffer.
CFP Board, Under Pressure, Drops CE Plan
Board says it won’t enter the CE provider space “at this time”; announces multiyear plan to improve offerings.
What if Financial Planning Was More Like Build-A-Bear?
For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.
Genworth Offers Advisors ‘Retirement Connections’ for Small-Biz Plan Market
Advisors can offer business owners a compelling solution to help them attract and retain valuable employees, says Genworth.
Justifying Your Value to Clients: The Bottom Line
Are there better ways to make the value of financial planning more obvious, more salient to clients than just highlighting the cost? Exploring the options.
Clients Prefer Comprehensive Advisors Over Specialists: Survey
Only 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
Focus Financial Adds $400M RIA in Midwest
LaFleur & Godfrey join the partnership in Grand Rapids, Mich.; their firm is the fourth group to come on board this year.
Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
H.D. Vest Picks a Compliance-Friendly Social Media Platform
Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?