Getting referrals from centers of influence is the most effective way for wealth managers to grow their practices with wealthier clients. Trusts and estates (T&E) attorneys are recognized as excellent ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

Integrated IP, an Australia-based multidisciplinary intellectual property firm, was founded only four years ago but has already made waves in the market. The firm, which started life in Western ...

Most advisors in our profession genuinely enjoy helping their clients succeed. They understand the importance of adding value to the client relationship so that it’s beneficial for everyone. For some ...

Year’s end is when most clients’ thoughts turn to generosity and charitable giving, and that means now is the time for you to help them connect their philanthropic goals with their overall financial ...

If you want to truly grow your wealth management firm, quit talking to your existing clients and spend the majority of your time on business development (a modern phrase for marketing, prospecting and ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. Processing Content An ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...