Marketing

A Better Way to Seek Client Introductions

You can make this ask part of your regular and structured client-review meetings without sounding pushy. (By David Leo)

Harvesting the Potential of Digital Media in Your Practice

Here’s how media, and particularly social media, have helped me build my brand and grow professionally.

How to Attract More Female Clients

Firms ignoring women on either side of the desk are hindering their growth efforts as women acquire more wealth.

10 Mid-Year Marketing Moves

Five marketing-savvy advisors — all women — share progressive tips that will inspire you and help your firm thrive. (By Laura Garfield)

What the Wealthiest Families Deserve

A family office rich in entrepreneurial spirit matches its approach to the entrepreneurial values of its UHNW clients.

AI for Advisors: Dos and Don’ts

Failing to use ChatGPT and other AI — or misusing it — can harm your practice, says Thrivent’s tech expert.

8 Ways Clients Can Help You Serve Them Better

Clarifying their role and your expectations for them can improve advisor-client relationships on both ends. (By David Leo)

Getting From $0 to $100 Million In AUM

An advisor shares her secrets for hitting this milestone less than five years after founding her firm.

10 Ways to Boost Turnout at Firm-Sponsored Events

With some advance planning, attracting clients (and their friends) shouldn’t be difficult. (By Bryce Sanders)

To Give In to the Client — or Not

In situations where conflict arises, a technique known as nonviolent communication can help.

Latest News

Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.