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Community: Polls


  • March 3, 2015
    Are You Working to Improve Your Firm’s Diversity?

    Consultants often say the industry needs more women and minority advisors to serve a rapidly changing client demographic. Are you hiring with diversity in mind?

    No Comments
  • February 24, 2015
    Would You Help Clients Sell Their Life Insurance?

    Like viatical agreements for the terminally ill, life settlements let clients buy or sell life insurance policies. The sooner the seller dies, the higher the buyer’s rate of return. Would you help a client sell his or her policy?

    No Comments
  • February 17, 2015
    What Would Cause You to Leave Your Firm?

    Lots of broker-retention deals expire this year. Meanwhile, indies have more and more options for supporting their businesses. What would tempt you to leave your current situation?

    No Comments
  • February 10, 2015
    How Much Vacation Are You Comfortable Taking?

    It’s midwinter, and you may be yearning for a little vacation — perhaps in a warm clime. But no matter what channel you work in, vacation for advisors generally comes with an opportunity cost. How much time off do you feel you can afford?

    No Comments
  • February 3, 2015
    Do the Wirehouses Have an Image Problem?

    From the CFP Board to “Chuck,” rivals are producing catchy commercials suggesting they offer better value than brokerage firms. Should the wirehouses fight back?

    Last Comment: February 3, 2015
    1 Comment
  • January 27, 2015
    How Do You Prefer to Get Paid?

    Compensation at your firm probably combines several structures. But which kind of payment motivates advisors most?

    Last Comment: January 27, 2015
    1 Comment
  • January 13, 2015
    Which Wirehouse Will Gather the Most Assets This Year?

    Many advisor-retention agreements are set to expire in 2015, which could lead to a flurry of FA moves. Which firm do you think will come out on top, assetwise?

    No Comments
  • January 6, 2015
    When Should You Talk Retirement With Clients?

    Retirement may be the biggest single issue in wealth management, but when should you bring it up?

    No Comments
  • December 23, 2014
    Why Are Broker Comp Plans So Confusing?

    Recently, all four wirehouses have tinkered with their compensation schemes for 2015. They differ in emphasis, yet experts say they have one thing in common: complexity. Why do you think that is?

    No Comments
  • December 16, 2014
    How Important Is Your Staff to Your Firm’s Success?

    Most advisors say their ability to bring in new clients is the main driver of practice growth. How big a part do employees play?

    No Comments
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