Advisors: Get Bigger by Getting Smaller

Feb 21, 2013

I’ve said in the past that most of my ideas for Practically Speaking come directly from conversations with your peers. I love learning about what is working and what is […]

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Seven Secrets for Deciphering the New Tax Code

Feb 19, 2013

The American Taxpayer Relief Act of 2012 created both new tax thresholds and tax brackets, redefining what it means to be “wealthy.”  Questions and uncertainty remain in this post-crisis environment, […]

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Referrals: It’s Not Them, It’s You

Feb 14, 2013

Today’s post won’t be found on Practically Speaking. You can find “Referrals: it’s not them, it’s you” in the InvestmentNews Practice Management newsletter. After you jump over to the Investment […]

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Your Morning Cup of Links: In the Advisor / Client Relationship, the Client Is King

Feb 12, 2013

I’ve found three interesting articles to share with you that discuss the pros and cons of working with Centers of Influence, client segmentation, and what it really takes for financial […]

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Advisor Succession Planning — The “Next Gen” Way

Most of us have been inundated with emails, webinars and news stories about Advisor Succession Planning. We know it is important, we know we need to do it and we […]

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The DOL Says “Clean It Up!”

On Wednesday, there were quite a few articles (including this one from FA Magazine) that hit my inbox regarding the Financial Service Institute’s (FSI) response to the Department of Labor’s […]

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Simple Ways to Guard Against Data Thieves

Jan 29, 2013

Is it me, or does it seem like we’re always hearing about “XYZ” financial institution or government agency being hacked? Even FINRA recently issued guidance resulting from an increasing number of […]

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The Future of Your Advisory Practice…and Your Future Clients

Jan 24, 2013

Consider this: • 35% of the average advisor’s book of business was made up of clients over the age of 67. (Source: Rydex / SGI, February 2008) • 60% of […]

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Futurewealth: Stepping into the Communication Age

Jan 22, 2013

“I’m a big fan of money. I like it, I use it, I have a little. I keep it in a jar on top of my refrigerator. I’d like to […]

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What to Do When You Get a Referral

Jan 17, 2013

The following is a guest blog post from Stephen Wershing, President of the Client Driven Practice, LLC, a firm that specializes in coaching financial advisors on creating referral marketing plans […]

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