Expert Views

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How To Attract, Not Chase, Clients

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Most successful financial advisors built their businesses by attracting clients, not chasing them.

Ten Reasons You Should Work Between The Holidays

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Clients will be very impressed to find you working between Christmas and New Year's. And you can reach them.

Advisors Won't Like What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

Sponsored Content: Are You Discussing Clients' Other Advisors?

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Advisors who ask clients about their investments with other advisors set the stage to capture those assets.

Social Security Remains Unsustainable

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Cuts will happen unless Congress closes the gap between tax revenue and promised benefits.

AI Technology Tools To Enhance Your Digital Storefront

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Here are five tools that are changing how advisors make video content in 2023.

Social Media Is Addictive But That's Not A Crime

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We (and our kids) spend more time on social media than we'd like. But not every problem can be fixed with a lawsuit.

AI Pulls Up A Chair At The Thanksgiving Table

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It was just days after Thanksgiving 2022, and the business world has been on fire about AI ever since.

America's Top 1% Don't Make As Much As You Might Think

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After-tax, the proportion of income garnered by top earners hasn't gone up at all since the early 1960s, researchers said.

Recruiting The Best And Brightest Talent From HBCUs: What Financial Services Firms Need To Know

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Recently I had the pleasure of attending the Spelhouse Homecoming, an annual event that brings together students, families and alumni from Spelman and Morehouse Colleges...

The Hypocrisy At The Core Of America's Elite Universities

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The top schools like to talk about being inclusive, but their reputations depend on being selective.

How To Create Scarcity And Exclusivity In Your Practice

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One reason clients don't rush to provide referrals is there is no scarcity factor.

Converting Prospects To Clients: What Narrative Is Best?

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There are three types of narratives used by financial advisors when they meet prospects.

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

The Importance Of Being No. 1: It Leads To Business

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Like many other things, people want the best financial advice available.

Why AI Won't Replace Human Financial Advisors

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History has repeatedly proven that people want to interact with a human professional to manage their finances

States' Anti-ESG Laws Will Harm Taxpayers

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States trying to punish companies for environmental policies could actually see costs rise.

Working With Grieving Spouses And The Social Security Administration

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Advisors must be prepared when clients meet with the Social Security Administration.

How Cloud Can Help M&A Woes

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Cloud adoption demonstrates a firm's disciplined approach to aligning their business and technology strategies.

Ask Not When, But How AI Will Change Wealth Management

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Wealth management firms need to think critically about why AI may or may not work for their industry.

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