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April 30, 2019
3 Essentials to Consider Before Selecting a Business Partner

By Steven J. Atkinson

Hiring staff and finding new partners can be one of the greatest enhancements — or the greatest detriments — to your business. In this article, I’d like to share a few insights and some things I’... Read more

Practice Management

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April 10, 2019
3 Keys to Effectively Connecting with the Next Generation

By Steven J. Atkinson

A common challenge among many advisory practices is an aging client base and trying to find a way to connect with the next generation of those clients. A 2015 Investment News study concluded that... Read more

Practice Management

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March 27, 2019
3 Common Pitfalls Wealth Advisors Should Avoid

By Steven J. Atkinson

Being a wealth advisor is an honorable job that is not meant for everyone. Wealth advisors can have an enormous impact on a family and the generations that follow. In today’s marketplace, we feel... Read more

Practice Management

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March 21, 2019
Comfort or Confidence: How to Tell Which You Provide

By Steven J. Atkinson

Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... Read more

Practice Management

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January 29, 2019
What’s on your mind? Addressing Three Common Investor Questions

By Jonathan Scheid, CFA, AIF

In 2017, global markets moved up most of the year, but that surely wasn’t the case in 2018. In fact, we haven’t seen that type of volatility in U.S. markets for some time. In this article, we’ll... Read more

Investing / Volatility

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January 11, 2019
Let Your Clients Tell You How You Can Deliver a Better Experience

By Nishant Pandya

In 2017, the second annual Investor Feedback Survey gathered opinions from nearly 19,000 clients of advisors across over 400 firms globally. The feedback provided insight into many aspects of a c... Read more

Practice Management

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January 9, 2019
Hiring Decisions That Can Help You Grow Your Business

By Alicia Temmerman

Growth has been a key priority for advisors over the past five years. And with 10-12% growth rates1, it’s not surprising that advisors are trying to determine the optimal staffing approach. Our 2... Read more

Practice Management

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January 4, 2019
Talk to Your Advisor

By J. William G. Chettle

This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. In addition to the usual resolutions, the new year is a great time to talk to your financial adviso... Read more

Financial Planning

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December 26, 2018
Ho, Ho, Horrible Holiday Investing Myths

By J. William G. Chettle

Instead of sitting back with a glass of egg nog and overdosing on Rankin/Bass holiday specials, some investors spend year-end trying to decorate their portfolios with dubious investment ideas.  H... Read more

Investing

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December 19, 2018
Combine Baking Cookies With Painting in This Fun Holiday Activity

By Karen Parker

One of my favorite Christmas traditions is baking cookies and delivering them to friends. My Mom started doing this with me when I was very young, and I have continued the tradition with my child... Read more

Practice Management

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