Planning and Advice

Lunchtime Takeaway: The cost of bad decisions

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 11, 2012

1 min read

Review data security after LinkedIn hack

Last week, hackers stole more than six million passwords from LinkedIn. And it was easy, reports the New York Times.

By Staff |June 11, 2012

1 min read

Use this question to gain more clients

When I entered this business in the early 90s, it was seemingly easy to find clients. Now, competition has increased, and the industry's growth rate has receded from more than 20% per year to single digits. So to attract clients, ask one simple question.

By Keith Pangretitsch |June 11, 2012

2 min read

How to spot high potential clients

Some advisors take on young clients in hopes the relationship will eventually reap rewards. They also frequently target specific professions—on the assumption the high-earning jobs will mean big portfolios later. That’s not always the best strategy.

By Caroline Hanna |June 11, 2012

3 min read