Dec 03, 2013

Wading through complexity to find simplicity

Dec 02, 2013

Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with REP. about where advisors are going wrong, and what they can do to fix it.

10 Creative & Unusual Gifts For Clients

Nov 29, 2013

People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. And it's a wise advisor who finds gifts that will create new memories with their clients, fostering a strong relationship and...

Client Segmentation in Practice

Nov 27, 2013

Feeling overwhelmed? Many business consultants or coaches will tell you to fire your least profitable clients. But client segmentation is more than that. Here’s how one RIA did it.

5 Key Takeaways – The Next Wave of Online Advice

Nov 22, 2013

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5 Lessons Advisors Can Learn from JFK

Nov 22, 2013

Gallery: Holiday Gift Ideas – on the Cheap

Nov 07, 2013

Chicago: “I’m going to be very direct with you, I’m cheap.” Allen stated to me in a tone of both challenge and pride, before he posed his question, “Do you have any suggestions for holiday gifts on the...

Five Ways to Help Grieving Clients

Oct 23, 2013

Almost every advisor can say they have good products and services; those are the basics. But what clients are really looking for is a relationship—someone who understands their life, said Amy Florian, CEO of Corgenius. Florian told advisors th...

Friend or Foe?

Sep 27, 2013

Think twice before becoming your client’s BFF

It’s a Mad Mad World

Sep 24, 2013

The right way to welcome beneficiaries