Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
Jim Ruta gives tips on how insurance advisors can leverage current business to generate A-list referrals
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
Jim Ruta gives five warm-up tips for conquering the reluctance to make phone calls
Jim Ruta explains the common reasons clients switch advisors and gives tips for boosting client retention
Set boundaries and ensure business-related information is secure
Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of…
Jim Ruta shares some counterintuitive advice about insurance advisors focusing too much on big cases
Digital communication is efficient, but don’t give up on the personal touch
Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)
Publishing your e-book can position you as an expert and become a excellent marketing tool
It’s a bad idea to use the same password for multiple accounts
It’s tempting to check in with the office, but hitting the hit the pause button pays dividends in the long run
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Assessing income sources, diversifying are key
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living