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June 28, 2018
Should a Financial Plan Really Be Boiled Down to an Index Card of Advice?

By Michael Kitces

Historically, getting paid for financial planning – not just to implement the recommendations, but for “The Plan” itself – meant producing a voluminous physical financial plan for which the advis... Read more

Practice Management

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June 13, 2018
Systematizing the Wealth Experience with Redtail CRM: Webinar June 20

By Vince Crivello

According to Dimensional Fund Advisor’s annual Benchmarking study, financial advisors continue to struggle with systemizing workflows. Loring Ward’s Redtail CRM-optimized workflows were cre... Read more

Practice Management

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May 30, 2018
11 Action Steps to Design an Extraordinary Client Experience

By Michael Kitces

As financial advisors — like any business owner — we want our clients to have a “great experience” when they do business with us, providing a high level of service and proactive communication. Ye... Read more

Practice Management

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May 23, 2018
Finding Your Path – Succession Planning: Webinar May 31

By Erich Reinhardt

Most entrepreneurs prefer not to think about their exits, but sooner or later all businesses get sold, given away, or liquidated. If you haven’t thought much about this, you aren’t alone. Accordi... Read more

Practice Management

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May 17, 2018
Setting Up Your Office So It Works for You and Your Clients

By J. William G. Chettle

Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more

Practice Management

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May 11, 2018
Are You Ready to Advise the Next Generation? Webinar May 15

By J. William G. Chettle

More than $40 trillion will transfer from baby boomers to their heirs over the next three decades, yet 95% of heirs intend to leave their parents’ advisor1. How do you establish strong relationsh... Read more

Practice Management

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May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more

Practice Management

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May 1, 2018
Your Office Is a Reflection of You. What Is It Saying?

By J. William G. Chettle

Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more

Practice Management

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April 24, 2018
Why It’s Easier to Market to a Financial Advisor Niche

By Michael Kitces

Most financial advisors spend relatively little on outbound marketing — which isn’t entirely surprising, given how hard it is to differentiate and stand out in a crowded marketplace. To the exten... Read more

Practice Management

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April 18, 2018
Cybersecurity Best Practices for Financial Advisors from FINRA

By Ravi Ramaswamy

Recently I had the opportunity to attend FINRA’s Cybersecurity Conference in New York. To help you evaluate and enhance your firms’ cybersecurity practices, below are some key takeaways on where... Read more

Practice Management

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