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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

Growing minorities offer opportunities for advisers

Mar 27, 2015

Research shows different approaches may be necessary to reach these groups

Retirement income innovations aim to ease longevity's strain on assets

Mar 26, 2015

Planning for the spend-down phase more important than ever given the longer time horizon

How to develop advocates for consistent, ideal referrals

Mar 25, 2015

Our first in an ongoing 'Adviser's Consultant' series, featuring successful practice management strategies of advisers

The Colony Group looks to women and institutions to drive growth

Mar 20, 2015

Advisory giant pulls ideas from entire staff about how to build its client base and assets under management

Helping clients deal with financial infidelity

Mar 18, 2015

Those keeping financial secrets from partners may surprise you

SIFMA claims White House figures on DOL rule flawed

Mar 16, 2015

A new paper by the organization concludes $17 billion estimate of lost retirement savings not substantiated

Prices for adviser practices aren't as high as most expect, but some factors can boost value

Mar 15, 2015

Though it's a seller's market, firms haven't seen the run-up in prices they did between 2006 and 2008

Forget personality tests, Edward Jones uses job simulation to assess potential hires

Mar 13, 2015

Firm finds virtual assessments in which candidates perform key duties are better at determining retention

Advisers are doing too much, expert says

Mar 10, 2015

Cut out the nonessential, like checking e-mail 150 times a day

Firms with younger clients grow faster, report finds

Mar 9, 2015

Advisers have stronger long-term business prospects with a client mix that includes many under age 45

More by Liz Skinner »