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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

Advisers look back on 10th anniversary of Hurricane Katrina

Aug 28, 2015

Advisers endured the storm's aftermath to thrive in New Orleans today

Are PR firms worth the cost?

Aug 27, 2015

Price tags for services vary, and advisers should weigh those against the larger marketing budget

Advisers hold steady on equities despite seeing more drops ahead

Aug 25, 2015

InvestmentNews survey shows most financial professionals in "wait and see" mode, while some consider rebalancing

Investors react to news of 1,000-point fall

Aug 24, 2015

Clients likely felt the pang of crashes past during the early Dow drop this week, but, believe it or not, they are continuing to watch for opportunities

Use exit interviews to ensure employees are happier than Amazonians

Aug 20, 2015

Ask departing employees certain questions to uncover bad morale or other issues

How advisers can help clients arm themselves against data theft

Aug 20, 2015

Eva Velasquez, chief executive of the nonprofit Identity Theft Resource Center, gives tips you can implement today

Get ahead of the worsening news on the IRS data breach

Aug 18, 2015

An email to clients is warranted as the number of citizens exposed in the tax hack triples

Serving the super-wealthy requires extra-special service

Aug 17, 2015

Our latest in the 'Adviser's Consultant' series features tips from Constellation Wealth Advisors CEO Paul Tramontano

From the C Suite with Baird's CEO Paul Purcell: Incentivize people and give them space to run

Aug 17, 2015

His mother's early death and a critical illness of his own contributed to Mr. Purcell's view of the world and the way he leads his firm's 3,200 professionals

Certification for 'exit planners' little known in the advice industry

Aug 13, 2015

Curious designation trains financial professionals to help business owners sell their firms

More by Liz Skinner »