Browsing articles in "Uncategorized"

When Diversification “Fails”… Diversify

Diversification remains a great way to help manage risk while gaining exposure to the broad markets over time. But a nervous client may not see that. Here are some examples you can use to help explain variability in asset class returns, as well as the consistency diversification can add over time.


When You’re the Asset, Allocate Wisely

Mar 31, 2016

How many hats do you wear in your advisory business? Those hats may be keeping you from focusing on the things that truly matter to your clients. Maybe it’s time reallocate yourself.


The Next New Thing – Content and the Advisor Website

Mar 29, 2016

What first impression does your website give to prospects and clients? If that question made you hang your head (or go to your website because you can’t even remember what it looks like), then today’s post is for you.


The Prescription for What Ails Your Fee Structure

Mar 24, 2016

Are fee conversations a bitter pill you’re asking clients to swallow? The problem may not lie in your fee structure, but in their perception of your value. I have an analogy that may help you rethink your model.


Don’t Exempt Tax Planning from Your Service Menu [Webinar]

Mar 17, 2016

Advisors may be looking more seriously at moving from commission to fee, due to the pending DOL fiduciary rule. Adding services like tax planning may make conversations with clients easier. Our upcoming webinar will educate you on tax considerations you can implement year round.


Millennial Friend Request: Advisor, Please Confirm

Why listen to them when you can hear from millennials directly? Take a look at the latest Facebook research on millennials and money to find out what they care about (and why you should, too).


The DOL Fiduciary Rule: What Advisors Are Asking (Part 1)

Advisors should get in front of fiduciary and fee conversations with clients before the proposed DOL fiduciary rule goes into effect. But you need to understand its impact first. John Anderson answers your questions so you can begin your action plan.


Is there a Secret Sauce When It Comes to Meaningful Growth?

A few times a year, I ask our readers to participate in a survey or poll that will help us better understand our business.  Today, I want to point you […]


Make Your Extra Day Count: Work on Your Advisory Business

Feb 25, 2016

When you’re busy working IN your business, it’s easy to be distracted from working ON your business. John Anderson thinks you should leap (year) at the chance to make time to do the serious work of getting bigger (or better).


5 Things that Could Make Your Clients’ Returns Less Taxing

Feb 23, 2016

You have the potential to help your clients save on taxes – and you don’t have to be a tax expert to do it. This can be a great way to get an introduction to their CPAs, too. Our tax expert Dean Mioli explains.




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