Here’s why we never recommend asking for referrals.

Tax planning services not only offer advisors a value-add service for current clients, but a pipeline for future growth.

As with any relationship, evaluate your insourced solutions on an ongoing basis — every 6–12 months.

Nowadays, if you are not posting informational videos, tweeting about the latest trend, or marketing your services on your own customized website, you are likely losing potential business opportunities. A recent study by Cogent Reports noted that...

You need to know how to encourage clients and potential clients to trust you and feel at home with you. Your business is at stake. Don’t try this at home.

This is a wired generation, and you need to be ready.

Advisors should work within the industry to reduce the instances of clients receiving bad advice—but not at the price of commoditizing it.

Oechsli Institute research has uncovered some large perception gaps between advisors and affluent clients. Here are a few. 

Advisors who don’t take advantage will have no excuse when their businesses are left behind.