Displaying 209 results
Coach clients on salary negotiations
Advisers can empower people to ask for better compensation packages
Finding common ground with clients from different ethnic groups
Tell your story and listen to theirs, if possible with the assistance of a staffer who speaks their language.
What advisers have to do when clients lie
Clients lie for all sorts of reasons, but advisers have to move beyond recrimination to salvage the relationship.
Client communication strategies for uncertain markets
What severs ties is poor communication around the impacts of cyclical market gyrations on the portfolio.
Adviser’s Consultant: Creating a new service for clients with smaller nest eggs
Denver-based family office opens new practice to serve less wealthy clients
Want to provide a better client experience? Consult your clients
Advisory boards provide feedback that can help firms deliver the kind of experiences that turns clients into their advocates.
Wirehouses least likely to lose clients because of high fees, Cerulli says
Only 5% of clients left the wirehouses last year because they felt fees were too high
Are newsletters worth the time and effort?
Whether to use 'canned' products, do it yourself or combine the two into a hybrid.
Consider these tax consequences when splitting assets in a divorce
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Intra-family loans: Not your ordinary wealth transfer strategy
Another way to take advantage of low interest rates.
Five steps to protect your wealth after you sell your company
You can keep your personal finances from taking a back seat to the transaction, but your window of time is limited after you sign a letter of intent
Advisers marry wedding day dreams and financial guidance
The newly engaged and their parents get advice for the big day.
Ways to help divorcing clients protect their assets
Advisers don't have to be divorce experts to help clients take these necessary steps
How to respond to the unexpected call from a recently widowed client
Follow these six steps to make sure you adequately address the needs of grieving clients
Rethinking traditional risk questionnaires
There are other, more effective approaches to helping clients realistically assess their risk tolerance
9 steps to protect your financial future after a divorce
Gray divorce and its financial implications: The rising number of splits later in life means that untangling the assets is more complicated
Mary Beth Franklin: Talk health care to clients — or lose them
New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic
Devise a playbook to stem client attrition in the face of adviser turnover
By the time the clients get a halfhearted call from someone whom they have never met, asking them to keep their business with the firm, they have already heard a much more compelling argument from someone that they are used to trusting: their adviser
Hiring and welcoming COOs to firms isn’t easy
When the owners of an advisory firm turn over everyday operations to a senior-level employee, it is a watershed decision — and it is usually one that most firms avoid as long as they can
No profit in talking politics with clients
For many advisers, politics ranks right up there with sex and religion as a topic to avoid when talking with clients.
