Expert Advice

Displaying 12 results
Design services for your next client
NEWS OPINION FEB 25, 2025
Design services for your next client

Advisors who think investment services and basic financial planning will let them thrive for another 10 years are in for a rude awakening.

By Scott Hanson
Client retention is job number one
NEWS OPINION FEB 18, 2025
Client retention is job number one

Advisors leaning heavily toward fee-based services today enjoy a key competitive edge over commission-based practices – and it all hinges on preserving client loyalty.

By Kristine McManus
Five steps to prepare clients to navigate the tragic and unexpected
NEWS OPINION FEB 12, 2025
Five steps to prepare clients to navigate the tragic and unexpected

Recent natural disasters show the importance of being ready financially for worst-case scenarios.

By Joe Duran
When higher fees build client trust
NEWS OPINION JAN 31, 2025
When higher fees build client trust

Advisors who compete with below market rates for their services might not be doing themselves any favors.

By Scott Hanson
Net flows are key to value
NEWS OPINION JAN 24, 2025
Net flows are key to value

Wealth firms that can demonstrate growth outside the rising tide of markets can command a premium price.

By Scott Hanson
Kick-start the new year with these four financial resolution topics
NEWS OPINION JAN 10, 2025
Kick-start the new year with these four financial resolution topics

With people looking forward to fresh starts and new goals in 2025, it's a prime opportunity for advisors to share their expertise on some popular themes.

By Kristine McManus
Aging advisors face a decision: Retire or keep current
NEWS OPINION JAN 07, 2025
Aging advisors face a decision: Retire or keep current

For those advisors on Easy Street, it’s time to pass the reins to someone who is on top of their game.

By Scott Hanson
New year, new ways to track success
NEWS OPINION DEC 18, 2024
New year, new ways to track success

From AUM growth to client retention, acquisition, and NIGO rates, it takes a clear-eyed look at the past year's record for advisors to set smart 2025 goals.

By Kristine McManus
How to win in 2025
NEWS OPINION DEC 16, 2024
How to win in 2025

Three questions to help you tackle the great disruption in the second half of this decade

By Joe Duran
The power of cultivating personal connections
NEWS OPINION NOV 22, 2024
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

By Kristine McManus
The AI invasion has begun, and we are not ready
NEWS RIAS JUL 15, 2024
The AI invasion has begun, and we are not ready

To survive, advisors must use the technology as an ally, says columnist Joe Duran.

By Joe Duran
Spotlighting and serving an overlooked segment: The very high net worth
NEWS PRACTICE MANAGEMENT MAR 11, 2024
Spotlighting and serving an overlooked segment: The very high net worth

How can registered investment advisors effectively serve this group of clients?

By Joe Duran