Book Excerpt: The Pursuit of Absolute Engagement

Jan 19, 2017

If you’re an advisor who (unintentionally) lets your business run you, rather than the other way around, there’s hope. Today, I’m sharing a chapter from Julie Littlechild’s new book, The Pursuit of Absolute Engagement.

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Exclusive Preview: Goals-based Investing Survey Results

In our recent survey of high-net-worth and penta-millionaire investors, the questions focused on their perceptions of goals-based investing. The results might have you reconsidering your New Year’s resolutions.

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Why Clients Should be on Your Lunch Menu (So to Speak)

Jan 12, 2017

You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.

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File This Under “Important”: Advisors Need Document Management

Jan 10, 2017

Document management may not be the most exciting subject, but its impact on your advisory firm can be profound. To help you make the right choice for your firm, Mark Nahlovsky of ActiFi and I have created an overview of today’s document management market.

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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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