Practice

Protect entrepreneur clients

Women’s entrepreneurship has grown more than 200% over the past 20 years. Make sure their hard-won assets don’t disappear during divorce

By Melissa Shin |June 14, 2012

7 min read

Planning and Advice

Want to improve your e-mails to clients?

Ever wonder why some of your e-mails to clients go unanswered?

By Staff |June 13, 2012

1 min read

Planning and Advice

Single clients, especially single females, will soon comprise more of your book. While the basics of planning don’t change for them, they often have different priorities and issues than families, for instance.

By Kanupriya Vashisht |June 13, 2012

5 min read

Industry

5 ways to get referrals

Getting good referrals can be tricky, but is key to building your business. Richard Peterson, managing partner of MarketPsych, says the referral process can be broken down into five categories.

June 12, 2012

2 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.

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.

3 min read

Practice

Protect entrepreneur clients

Want to improve your e-mails to clients?

Priorities of single clients

5 ways to get referrals

How divorce impacts the will

Emotional client? Consider hiring help

Lunchtime Takeaway: The cost of bad decisions

Review data security after LinkedIn hack

Use this question to gain more clients

How to spot high potential clients