One metric answers the question about marketing efficacy more honestly than most, even though it rarely appears in a report. That metric is client expansion over time.

Advisors are not psychotherapists, of course, but they are often in good positions to pick up on signs that their clients are deeply unhappy, anxious or even depressed. And if advisors miss those ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Founded by Dr. Todd Lewis, the organization reflects a process-driven approach shaped by both industry experience and ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

This week, we asked seven designers how they handle homeowners who have trouble taking the plunge.

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

Not all clients are good for your business. Learn how to identify bad clients, minimize their impact and professionally fire them while protecting your team, finances and reputation. Bad clients can ...

Every advisor loses clients at some point in their career. It happens in all businesses and organizations. When we lived in Brooklyn, we belonged to a private club. I served on the board. The ...