Advisor Resolution 2017: Be Great at One Thing

The problem with any list of New Year’s resolutions is just that – it’s a list. What if, instead, you implemented a program around one goal, created accountability and made it a part of your daily life? I have a few ideas to get you started.

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Readers’ Choice: The Most Popular Posts of 2016 (Part 2)

Dec 27, 2016

In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]

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Readers’ Choice: The Most Popular Posts of 2016 (Part 1)

Dec 22, 2016

We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).

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Advisor Skeptics, Why You Should Care About Millennials

Dec 20, 2016

I know there are still skeptics out there, wondering why you should bother with millennials. If you need convincing, here’s why 3 advisors are expanding their client bases.

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Myths, Hidden Risks and the Fiduciary Rule

Dec 15, 2016

There are only 55 business days between the presidential inauguration and the implementation of the DOL Rule. Chances are good that the law will survive in some form, so you should plan for it – and avoid getting tripped up by fallacies about the rule.

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How to Make Taxes Less of a Drag (on Performance)

We pay a lot of attention to taxes for good reason – and we think you should, too. Here’s a preview of what’s in our latest tax management white paper, including 4 steps you can take now to help build more efficient portfolios.

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3 Lessons to Win the Day (and Maybe Some Business) with Your Next Client Event

Dwight D. Eisenhower was right: “Plans are nothing. Planning is everything.” If you want to host an event to thank your clients (or get new ones), make sure you do your homework first.

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Virtual Advisors: The Robo Threat is Real

Dec 6, 2016

You’ve heard me say before that robos are good for advisors. The advice pie has become bigger and the players either have new or bigger slices. It’s been sunbeams and rainbows all around – until now.

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How Hosting a Charitable Event Can Strengthen Bonds with Clients

When you think about hosting an event for your clients, a pretty standard list of ideas probably comes to mind. But what if you planned an event that would not only benefit your clients, but your community? That would be a gift that keeps on giving.

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Multi-generational Planning: How One Advisor Keeps it In the Family

Nov 29, 2016

If your focus is on pre- (and post-) retirees, you are probably only serving a single generation. By bridging the gap between generations with value-added services, you can develop long-lasting relationships with your clients’ entire families.

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