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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 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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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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December 7, 2018
Who’s on Your Expert Team?

By Vince Crivello

Like many people in the U.S., I’m part of the sandwich generation, which the Pew Research Center defines as adults aged 40-59 sandwiched between parents who are older than 65 and their minor chil... Read more

Practice Management

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November 27, 2018
When Clients “Need” More Risk Than They Can Tolerate: Adjusting Portfolios, Or Goals?

By Michael Kitces

It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more

Practice Management

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November 19, 2018
There’s More to Thanksgiving Dessert Than Pumpkin Pie

By Karen Parker

Pumpkin pie may be the most traditional and popular dessert at Thanksgiving, but it’s certainly not everyone’s favorite. So, we went in search of a new pie for this year’s Thanksgiving celebratio... Read more

Practice Management

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