Practice management

How clients are safeguarding their wealth transfer

Whether through a 'lifetime gift' or as part of an estate, it's possible to protect their investment, says estate planning expert

How clients are safeguarding their wealth transfer

Building your practice: A win-win approach to transitioning clients between advisors

Recognizing all stakeholder needs will maximize the benefits of clients and advisors in the Transition Process

Building your practice: A win-win approach to transitioning clients between advisors

The benefits of team model over ‘lone wolf’ approach

Raintree Financial Solutions has seen positive growth from transitioning the majority of its advisors into more collaborative approach

The benefits of team model over ‘lone wolf’ approach

Six ways advisors can increase capacity

It's not about growing the number of clients but serving the ones you have better

Six ways advisors can increase capacity

Investors must have a clear idea of their goals, says advisor

Financial planner tells WP that without a solid baseline for wealth creation, clients will struggle

Investors must have a clear idea of their goals, says advisor

Content marketing tips to enhance your advisor brand

Social media can feel like a slog if there is no strategy in place, experts in the finance industry share best practice advice

Content marketing tips to enhance your advisor brand