« Staff Listing

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

Advisers seek independence, but less often as entrepreneurs

Oct 8, 2015

Breaking away increasingly means joining an RIA, not starting one, Cerulli reports

Adviser explains why and how to move to a retainer model

Oct 6, 2015

The latest in our Adviser's Consultant series examines the best way to wean a firm off AUM-based fees

The science behind why advisory teams do better business

Oct 6, 2015

Study finds multiple advisers are more accountable to each other and disciplined than solo advisers, and higher assets and revenue follow

Magnanimous advisers win ninth annual Community Leadership Awards

Sep 30, 2015

Invest in Others and InvestmentNews announce five financial advisers and one firm honored for making a difference with philanthropic giving and service

Robo-adviser debate takes center stage at FPA gathering

Sep 27, 2015

Whether robo platforms can effectively draw younger investors to an advisory business a point of contention

Miracle goalie Jim Craig addresses planners

Sep 26, 2015

Advisers must have technical abilities, knowledge to help clients achieve dreams

FPA aims to connect advisers with business help in Boston this weekend

Sep 25, 2015

National adviser conference features gold medal ice hockey goalie and weighty practice management agenda

Seniors a 'bulls-eye' for scams uncovered by the states

Sep 22, 2015

Advisers can help elderly clients avoid being a target, securities regulator says

Vacation planning pays off for advisers

Sep 21, 2015

Helping to create lifetime memories deepens relationships with clients

Adviser's Consultant: Hiring the best employees requires teamwork

Sep 17, 2015

Sabrina Lowell of Mosaic Financial Partners describes how to avoid a bad hire

More by Liz Skinner »