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Liz Skinner

Reporter: Estate Planning / 529 Plans / Philanthropy

Liz Skinner

With a focus on practice management, Liz Skinner writes about what makes some advisory firms successful and others fail to thrive. When she isn't offering advisers tips on running a profitable business, you'll find her in Kensington, Md., probably losing a tennis match to her teenage daughters or enjoying a run through Rock Creek Park.

Recent Articles

What extreme longevity will mean for the advice industry

May 17, 2015

Clients potentially living to 120 has planning implications advisers would be wise to start thinking about

Companies go long by investing in longevity

May 17, 2015

Investments in research and treatments aimed at creating an ostensible fountain of youth are booming

From the C Suite with Raymond James' CEO Paul Reilly: Listen and learn. But in a crunch, be decisive

May 15, 2015

Exec honed his listening and peacemaking skills growing up as the third of eight children and those talents have come in handy

Advisers shift away from AUM fees to better serve clients

May 14, 2015

NAPFA members debate which pay structures resolve conflicts and other concerns

Adviser shares secrets for running a successful business

May 13, 2015

Culture, planning and even mistakes help firms thrive

Better discovery process key to signing up more clients

May 11, 2015

Halbert Hargrove taps the medical profession's expertise in drawing out important client information

Rethink retirement, says director of U.S. aging institute

May 7, 2015

Research shows more working years may be just what the doctor ordered

Adviser explains how firms improve business with study groups

May 6, 2015

Latest in our 'Adviser's Consultant' series, featuring practice management strategies that work

What draws women advisers to certain IBDs

May 5, 2015

Mentoring, education, part-time opportunities among the lures for female advisers

Regulatory burdens top adviser business concerns

Apr 30, 2015

Advisers also worry about attracting new clients in the future, survey shows

More by Liz Skinner »