Practice

Is your client a Chandler or Joey?

Fans of the TV show Friends will enjoy a new quiz set by GoBankingRates that matches your money management skills with the sitcom's characters.

By Staff |May 14, 2013

1 min read

Should advisors do business with friends?

Mixing business and personal relationships is verboten if you want to preserve a friendship—yet many advisors ignore this rule.

By Gabrielle Bauer |May 13, 2013

4 min read

Make the most of your time

Advisors spend a lot of time doing things their teams could take on.

By Art Schooley |May 13, 2013

2 min read

Turn portfolio reviews into new business

Monthly contacts and periodic portfolio reviews give you an opportunity to remind clients of your value and make the case for adding additional assets from outside relationships.

By Bryce Sanders |May 13, 2013

4 min read