financial advisors

The New PR Strategy for Reaching Clients: Be Your Own Media

By Dan Callahan It was not long ago when a public relations program designed at getting your name in front of potential clients was pretty simple: get your name in […]

Make the Most Out of Every Conference: 5 Steps to Success

Basking in the warm weather and catching up with old friends can be great perks of attending a conference. But if you’ve ever come home wondering if it was really […]

5 Ways Wholesalers Can Help Build Your Practice (and Your Career)

By Mark Petersen It’s no surprise wholesalers are important resources for your firm. And their role in your success can extend far beyond their ability to serve as effective product […]

3 Tips for Talking to Clients about Alternative Investments

If you’ve been advising clients for more than a decade, alternative investments probably haven’t been on the list of options you’ve discussed with most of them. Sure, a handful of […]

“You’re Welcome.” Little Words Can Make a Big Difference to Your Clients

“You’re welcome.” It’s a phrase that every one of us learned to say when we were young. Not just to be polite, but to express our willingness to give something—our […]

Is It (Finally) Time to Go Independent?

Going independent. You’ve been thinking about it for years, but something has always stood in the way. The safety of a big organization. The familiarity with the people, technology, and […]

Did the DOL Create a Buyer’s Market for Advisory Firms?

Every year after tax season, ‘for sale’ signs go up at CPA firms across the country. It’s no wonder. It’s a grueling business that forces accountants to run a marathon-length […]

Ripped From the Headlines: Life Insurance Rate Hikes Send Seniors (and Advisors) to the Life Insurance Secondary Market

This isn’t some new Law and Order series, unfortunately. This is real life. Over the past year, at least seven big life insurance companies have raised premiums on a range […]

Ready to Attract Millennial Clients? Up Your Game With Crowdfunding

In the words of Steve Jobs, it’s time to “think different.” About technology, about your clients, and about your business. There’s a lot of change going on in the investment […]