Is the grass really greener—and growing faster—on the other side?

Problems with deathbed marriages persist

You've discovered elder abuse. What next?

Concentrating on clients is key, but too often the business gets in the way. Here’s how to re-set your focus.

One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight.  Most advisors do it from time to time.  But the best advisors get more “bang for t...

Transforming legal and financial services sectors

A tried and true wealth preservation “technique”

Advise clients to collect their oral histories

While the Federal Reserve has delayed the employer mandate of Obamacare until 2015, it doesn’t mean advisors should do nothing. Small business clients may be affected.