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April 15, 2013
The Graceful Way to Pursue “Liquidity Events”
Hint: Contacting clients after the windfall is much too late.
Throw a Client-Appreciation Bash They Won't Forget
Creative, fun occasions can give a savvy advisor a competitive edge.
Advisors Must Overcome Their Shyness About Fees
Being reticent can backfire, confusing clients and alienating prospects.
RankingsEdward Jones, Commonwealth Win for Advisor Satisfaction
Overall, indie practitioners are happier than their employee counterparts.
Google Lets Users "Bequeath" Online Privileges
The service can help with estate planning in the digital era.
Making WiFi Hotspots Safer for Advisors on the Road
Use a virtual private network to keep client data secure from hackers.
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|