Do You Have a “Director of Public Perception?”

Jun 06, 2018

Most new referrals come during times of their life transitions. So make sure you have someone answering the phones who is skilled in communicating with them.

Invest in ETFs? Here Are Five Questions Clients Should Be Asking.

Jun 05, 2018

During the slow summer months, investors should be examining their portfolios and levels of diversification. Here’s how.

Michael Kitces’ #FASuccess Podcast: Kathy Longo on Scratching Your Entrepreneurial Itch

Jun 05, 2018

Flourish Wealth Management President and Founder Kathy Longo tells Michael Kitces why she walked away from the partner track at a billion-dollar independent RIA to open her own business.

The Independent Advisor’s Legacy: Planning for the End Game

Jun 04, 2018

Every independent business owner will reach a point where gaining scale and solving for continuity and succession become paramount. It’s then that they begin to wonder: What does my firm’s end game look like?

Courtesy as a Competitive Advantage

Jun 01, 2018

Unreturned phone calls and emails, not portfolio performance, are the top reasons clients fire their financial advisors, according to a new survey.

Crypto Whodunnit to Hit Shelves

Jun 01, 2018

The Bitcoin Clowns is coming to Amazon, Schwab opens its Austin campus and MassChallenge Fintech accelerator announced.

Behavioral Trust Building with HNW Clients

May 31, 2018

With affluent clients especially, communication is key.