The secret is to put yourself in the prospect’s shoes and take preventive measures.
Advisors are not big fans of Skype and FaceTime to communicate with clients.
It’s not all about investments and retirement. Here, a client learns a lesson on the everyday meaning of value from his advisor.
Tips independent advisors can use to incorporate marketing into their practice management routines.
The talent shortage is real. Here's how to combat it.
Ben Coombs, a member of the first class of CFP certificants in 1973, talks with Michael Kitces about the history and evolution of financial planning.
Clients that aren’t aware of their options can’t make informed decisions.
