How Advisors Can Sell Without Being Pushy
Veteran coach Beverly Flaxington shares ideas from her new “Pocket Guide to Sales for Financial Advisors.”
Looking Ahead and Managing Change: 35 Years With Investment Advisor—Slideshow
This year is the 35th anniversary of Investment Advisor.
The CFT Training Process
Certified Financial Transitionist training offered through the Sudden Money Institute (SuddenMoney.com) consists of four parts, which can be completed together or individually
Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
5 Disruptors That Will Change Advisors' Businesses
Independent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that this magazine has been published—have always helped shape societal trends, technology and regulation.
A Good Executive Assistant Will Change Your Life
I recently received a letter from a reader who wrote about his frustration at not being valued more highly at his firm.
Will This ‘Secret Sauce’ Attract New Clients?
Mike Kaselnak coaches advisors to use “motivational interviewing” on their prospects. Is this the right way to expand a practice?
Regulators Widen Probe of Schorsch-Related Issues, Companies
Massachusetts authorities want to better understand accounting errors at the nontraded REIT firms.
Robo-Advisors Will Offer More Opportunities Than Threats to Advisors
As robo-advisors continue to attract clients’ assets and venture capitalists’ dollars, some advisors may wonder if they’re a threat to their business.
Merrill Signs Ex-NFL Player to Head San Francisco Complex
Willie Thomas, a former Seattle Seahawk, has 20-plus years in the business and will lead nearly 200 reps.