Planning and Advice

Partnerships can boost business

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 1, 2011

6 min read

Compensation’s not the issue

Some advisors are worried the surge of ETFs means the death of trailers. That’s wrong-headed. Instead, accept these six realities to create a mutually beneficial relationship with clients

By Jason M. Pereira |November 1, 2011

5 min read

Sharing, delegating that work load

When coaching advisors, one of the most important things our team works on is how to get the advisor focused on the important client-facing tasks and delegate the rest to their team.

By April-Lynn Levitt |October 28, 2011

1 min read

Helping your busy clients: Part Two

While busy discretionary clients may only want face-to-face meetings once a year, Franz calls clients at least quarterly to update them on portfolio performance, and other times to simply ask how a vacation went.

By Melissa Shin |October 25, 2011

4 min read