Stephen and Kevin Show Episode 44: Extreme Sales Incentives and Advice to the Career Change Advisor

Dec 16, 2016

When a sales incentive feels more like a punishment and how second-career advisors can flourish.

The Robo Advisor’s Grim Reaper

Dec 15, 2016

Leverage your personal relationships with affluent clients to keep the robos at bay.

Fighting the DOL Rule Is a Bad Marketing Plan

Dec 15, 2016

There is a huge business opportunity to guide advice-hungry boomers into retirement, but only if they trust that you have their best interests at heart. Is it any wonder that most don’t believe that?

Fifteen "Star Wars" Lessons For Becoming A Financial Planning Jedi

Dec 14, 2016

In 1977, “Star Wars” introduced us to Luke Skywalker, a young farmer from a remote world who is thrust into an adventure when he meets Obi Wan Kenobi, a wise and powerful Jedi knight. Over two more movies, we follow Skywalker’s...

Three Key Considerations for Implementing a Successful Client Portal

Dec 14, 2016

Measure success by accurate data, useful information and being understandable by clients.

So You Want to Build a Relationship with Your Clients

Dec 14, 2016

How to nurture client connections in a meaningful, sustainable way

Policy-Based Financial Planning: Linking Financial Life Planning To Actionable Recommendations

Dec 14, 2016

Financial Planning Policy statements can help eliminate emotional choices from financial planning.

The Super Rich Are Getting More Generous

Dec 14, 2016

Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.