3 Phrases Most Likely to Get Affluent Introductions

Apr 17, 2014

If you want a favorable response, it's all about how you ask the questions

Apr 10, 2014

In the world of financial advice, many advisors make similar claims. High level service…comprehensive wealth management…expert investment selection&hellip...

Five Steps to Protect Your Clients' Finances and Identities

Apr 09, 2014

This gallery is adapted from the authors' recent article, which you can read in full here.

A High-Touch Practice—Literally

Apr 02, 2014

Academic research suggests touching your clients—hugs, pats, a touch on the arm—is an effective way to strengthen personal bonds.

Suddenly Single

Apr 02, 2014

Advising a newly single client requires navigating sensitive emotions before talk turns to money.

Estate Planning Metrics

Mar 28, 2014

Outcomes beyond measure?

Five Financial Advisor Marketing Activities You Must Master

Mar 20, 2014

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...

Walking Down the Aisle. . . Toward Divorce

Mar 12, 2014

More than two million people get divorced every year in the United States. Annually, it is a $50 billion industry. Divorce rates for first marriages are currently at 52 percent, and second marriage divorce rates hover at 60 percent (75 to 90...

Keeping Up With Philip Seymour Hoffman

Mar 03, 2014

A tragic death underscores the importance of having a lifelong relationship with your client

Reading a Client’s “Tell”

Feb 28, 2014

Figuring out what type of personality you’re dealing with can help you communicate more effectively with clients and prospects