The Dos and Don'ts of Adding New Clients
By Jane Wollman RusoffDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 13, 2025
FPA’s New Board Chair Knows How to Play the Long GamePaul Brahim envisions a world in which financial planning is understood and appreciated like other career-track professions.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.
January 07, 2025
How Do You Get Clients to Care About the Future?A Prudential planner has tips for making a distant retirement year come into focus.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.