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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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March 9, 2018
Individual Tax Planning Under The Tax Cuts And Jobs Act Of 2017

By Michael Kitces

Major tax reform typically only occurs once every decade or few. But after a tumultuous series of negotiations in both the House and Senate, a final reconciled version of the Tax Cuts and Jobs Ac... Read more

Financial Planning / Practice Management

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March 1, 2018
Are You Providing Great Service or a Great Experience? Why It Matters

By Karen Parker

What kind of a barbershop are you? While this may seem like an odd question to ask a group of financial advisors, it made sense to those at Loring Ward’s last National Education Conference. Denni... Read more

Practice Management

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January 23, 2018
What You Say Without Words — The Power of Nonverbal Communication

By Karen Parker

“When the lips disappear, troubles are near” summarizes a dynamic presentation on nonverbal communication by Joe Navarro at Loring Ward’s 2017 National Education Conference. Navarro has studied n... Read more

Practice Management

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December 28, 2017
Did You Read Loring Ward’s Top Ten Blogs in 2017?

By Karen Parker

Standard & Poor’s Index vs. Active report (SPIVA), the DOL Fiduciary Rule, how to be more persuasive, and presidential elections were among the most popular topics in Loring Ward’s blog... Read more

Practice Management

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December 20, 2017
Now Bring Us Some Figgy (Christmas) Pudding

By J. William G. Chettle

One of the very few glories of English cooking are its puddings. And during the holiday season, no pudding is more popular — or apropos — than Christmas Pudding (also known as Figgy Pudding). Thi... Read more

Practice Management

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December 14, 2017
5 Things for Financial Advisors to Talk About at Year End

By Loring Ward Team

It may be the most wonderful time of the year, but for financial advisors, it is also one of the busiest times of the year. While you are in the process of meeting with your clients to review imp... Read more

Financial Planning / Investing / Practice Management

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