Las Vegas: “I’d love to know what your research says about today’s elite financial advisors,” Jason remarked prior to my presentation, then specifically asked, “I’d love to know what marketing activities they...

It’s possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction...

Many advisors see LinkedIn as a static webpage.  A place they create a profile and let it forever sit like a modern-day yellow page listing.  These advisors are missing the point.  Getting found on LinkedIn is a living and breathing commitment – ...

Winston-Salem:       “How do you maintain such a high level of passion?” Rob asked me as we broke for lunch, then clarified “I’m serious.  I’m very impressed with your passion after...

“To abstain from the enjoyment which is in our power, or to seek distant rather than immediate results, are among the most painful exertions of the human will.” – Nassau Williams Senior ...

Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly...

As of the beginning of February, we have seen just four exchange traded products with announced and/or actual closings for the year, significantly below the annualized levels of the most recent years. While the trend of these recent years...

When she was at BofA, Sallie Krawcheck said that the breakaway movement hadn’t happened yet—that the top producers were still on Wall Street. She’s still saying that, and she’s still right...

This week FINRA’s Board of Directors authorized FINRA to seek comment on a proposed rule that would require firms to “include a readily apparent reference and link to BrokerCheck” on their websites.  BrokerCheck is a...

Facebook just turned ten years old.  Wow!  Does that officially make Facebook a pre-teen?  Regardless, we decided to dig deeper into Facebook in our latest research study. In our 2014 Financial Advisor Social Media Study, we asked advisors what ...