Financial planning is in the midst of an evolutionary stage driven by financial advisors’ attempts to better define their value propositions and secure long-term client relationships. Financial planning is no longer just about helping...

Lessons learned in unexpected places

In the pursuit of personal ROI, broker-dealers and their advisors must learn to be more productive in order to yield greater revenue for the same level of effort. Investment complexity and industry competition are the dreaded dragons when it comes...

Atlanta: “Matt, your firm does all of this research on both the affluent and advisors, what does the future hold for us?” asked James during the Q & A following my presentation...

Social media does not get the attention it deserves by advisors, said Tina Powell, director of business management at Beacon Wealth Management in Hackensack, N.J. You wouldn’t shut down your website if traffic was down, “So I mean I...

The Wharton School's Jonah Berger shares how to get clients to talk about you offline

Dear Abby...

Take your cues from body language and a basic understanding of the psychology of human behavior