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  • October 1, 2013
    What Are You Telling Clients About the Government Shutdown?

    The standoff between President Obama and House Republicans over health care reform came close to shutting Washington down. What does it mean for clients?

    No Comments
  • September 24, 2013
    Is “Loss-Leader Pricing” a Smart Strategy?

    According to a new PriceMetrix survey, 21% of advisors offer clients a discount on fee-based services, recouping the lost revenue with transactional business — and 21% do the exact opposite. Can that work?

    No Comments
  • September 17, 2013
    Have Stock Investors Lost Touch With Reality?

    Washington suffers a mass shooting, the White House and Congress play chicken over the debt ceiling — and the S&P 500 breaks 1,700. What’s behind the optimism?

    No Comments
  • September 10, 2013
    Is Asset Management Totally Commoditized?

    With more than 7,000 mutual funds and hundreds of ETFs, asset managers have to work hard to differentiate themselves. Are they all alike?

    No Comments
  • August 27, 2013
    How Vigorously Are You Managing Your Digital Brand?

    Some say social networking is the biggest thing in marketing since the press release. How does your e-branding stack up?

    No Comments
  • August 20, 2013
    What’s the Best Way to Conduct a Cold Call?

    For many in the advice industry, prospecting by phone is still de rigueur. Are some approaches more effective than others?

    No Comments
  • August 13, 2013
    Does the Advice Business Set the Bar Too Low?

    All it takes to call yourself a financial advisor is a Series 7 or Series 65. Is the profession’s barrier to entry too low?

    No Comments
  • August 6, 2013
    Are Wealthier Clients More “Difficult”?

    Rich people are often accused of having an outsize sense of entitlement. In your practice, do clients’ demands rise in proportion to their net worth?

    No Comments
  • July 30, 2013
    How Do You Work With a Tax-Obsessed Client?

    A new client with just over $1 million to invest seems obsessed with minimizing taxes. In fact, she worries more about taxes than about returns — a trait that didn’t emerge in your introductory interviews. How do you work with her?

    Last Comment: July 30, 2013
    1 Comment
  • July 23, 2013
    Do You Feel Guilty About Taking a Vacation?

    It’s high summer, prime time for many advisors to step away for a week or two and recharge — that's if they don’t feel too bad about leaving.

    Last Comment: July 23, 2013
    1 Comment
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