Articles

When it comes to buying or selling a financial services business, it’s not just about the facts. It’s about how you prepare yourself mentally for change.

Running out of fresh, creative ways to generate referrals? Here are 25 key referral generating disciplines that top financial professionals attribute to the growth of their practices.

The success of your practice relies on how well you meet your clients' objectives. But those clients—and their expectations—are changing.

Did you know that the number of women CFPs has grown 78% since 2003? Advisor Group and InvestmentNews Research recently teamed up to learn how female financial professionals are making an impact in the financial services industry.

Millennials are the largest demographic in the market today, but how many of your clients fall into this generation? If the number is low, the problem may be the ways you’re not engaging with them.

Whether your client is a man or woman, their financial end game tends to be the same regardless – accumulate wealth. The difference is in how to help them get there.

Today, maintaining social media profiles for your business is crucial to increasing brand awareness and credibility. However, as social technology evolves, it’s important learn how to adapt your social strategy to keep your brand visible.

Simple— a word most don’t associate with the topic of Social Security. However, your clients look to you to help them incorporate their benefits into their overall retirement plan.

Are your aging clients really ready to retire? A few considerations financial professionals must make to help clients prepare for healthcare costs as they age to avoid outliving retirement assets.

We’ve all heard that the fastest way to grow your business is to ask for referrals. But how you prospect could mean the difference between earning the business of a great potential client, or turning them off completely.

Whether men are indeed from Mars and women from Venus still remains uncertain. What’s not up for debate? Successfully engaging women investors means acknowledging and addressing their Attitudes, Behaviors and Circumstances – which can differ from those of their male counterparts.