Best Practices
3 Ways to Structure a Buy-Sell Agreement
By Joe ZaiterMake sure you help clients identify the exits before they take off.
Best Practices
10 Ways to Tactfully Get Your Point Across
May 18, 2018
4 Deceptively Simple Tips to Turn Prospects Into ClientsSmartAsset's review of its lead gen service found the best advisors at closing new clients followed the same steps.
May 17, 2018
How Your Body Language Can Boost Client TrustWant to feel empowered? Sit straight and have "presence," social psychologist Amy Cuddy tells Envestnet Summit RIAs.
May 15, 2018
The 10/10/80 Budget for PhilanthropyOne great way to win customer loyalty is to help customers help others.
May 14, 2018
How to Sell More by Finding What Your Clients NeedThe worst obstacle to closing sales is that people think they're broke.
May 09, 2018
5 Ways to Glue Customers to Your PracticeMaking existing relationships stick is a lot easier than establishing new relationships.
May 04, 2018
If You're a Broker-Dealer: Yes, You Do Need LifeWhen the lines between distribution channels blur... be the blur.