Practice Management Articles

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Are Your Clients Having A Midlife Crisis?


Help clients set up some roadblocks so their emotions don't translate into massive bills.

Getting Your Message Across

by Eleanor O'Sullivan

A new book offers many practical steps to financial advisors on how to increase their business, says our reviewer.

Firing Clients Part Of The Job, Advisors Say


Firing clients isn't easy, but sometimes it's necessary to get rid of "dead wood," advisors say.

The Art of Samurai Benchmarks

by Christophe Gauthron

Once your client is familiar with benchmarks, educate him on why they are useful not only for past performance analysis, but for future planning.

Pa. First State To Restrict Lawyers As Financial Advisors


Pennsylvania is becoming the first state to restrict the ability of lawyers to give financial advice.

Client Meetings Go The Way Of Cassette Players


Like old cassette tape players, newspaper subscriptions and telephone landlines, the regular in-person client meeting is quickly becoming a thing of the past.

Some Financial Advisors Abandon Asset-Based Fees


The rise of passive investing and market volatility has made many advisors uncomfortable with traditional asset-based management fees.

Multistate Insurance Licensing Expected Next Year


Financial advisors who sell insurance should be able to register in more than one state at the same time by mid-2016, an industry lobbyist said.

CFP Board Launches Career Center


CFP career center designed to connect jobs and job seekers.

Part 1: How To Position Your Firm As A Strategic Buyer In 2015

by Jeremy Holly

Here are five steps advisory firms can take to make sure they can buy another business.

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