01/25/2024

The most important lessons about financing college may come well before enrollment.

01/10/2024

Why planning is imperative, and how to begin.

09/14/2023

Insights based on The Flexible Advisor podcast

08/15/2023

A tactical strategy to gain trust and guide clients more effectively

07/14/2023

Because there are multiple potential sources of inflation, multiple investment vehicles should be employed to hedge against them

07/11/2023

How tech is amplifying the role of the financial advisor

06/20/2023

Clients are opting for holistic, personalized, and adaptive service models.

06/03/2023

As an educator and researcher in the financial advice industry, I’ve spent the past 10+ years learning the in-and-outs of practice management and what makes an advisor successful.

05/09/2023

How biases and assumptions can undermine client conversations

04/28/2023

Learn more about the easy-to-use Model Maker tool by checking out our video

04/05/2023

A simple visual element may elevate your planning process.

03/23/2023

There’s a platform to get you off the bench and into the game with the New Majority of investors.

03/07/2023

The motivation and inspiration behind one advisor’s leap of faith

02/22/2023

The recent S&P annual reconstitution has highlighted a dramatic shift in the sector makeup of the S&P 500 Growth and Value indexes, with Energy’s weight shifting from Value to Growth

02/21/2023

How we respond to obstacles can help shape our success

02/15/2023

Inflation and high interest rates are now realities. Here are tips to help you build a well-diversified portfolio in these market conditions

02/07/2023

As our industry advances, three issues consistently top the list of advisors’ priorities.

01/30/2023

Three reasons to consider a strategic allocation to infrastructure, which has been known to offer stability as equity market volatility increases.

01/25/2023

Financial advisors should establish a process for analyzing the differences between ETFs and evaluating the potential benefits and risks of each ETF

01/24/2023

Learn how quality can help low volatility strategies shine bright

01/24/2023

A proposed SEC rule could alter the way you manage client relationships

12/13/2022

Learn about the powerful connection between our hobbies and our professional lives

12/09/2022

Three reasons to consider a strategic allocation to quality and income

12/06/2022

Three reasons to consider a strategic allocation to quality low volatility in an effort to minimize volatility

11/17/2022

Let prospects and clients see the person behind the credentials

11/08/2022

Financial decisions are rarely based purely on ‘reason.’ Deciding when and how much to invest, and who to trust, involves emotion, past experiences, biases, and any number of unspoken assumptions. This is the essence of Behavioral Finance.

10/31/2022

Satisfied clients expect good numbers and exceptional service. Give them more.

10/06/2022

How to work with the Verifier, one of five personas we identified through behavioral research.

09/07/2022

How firms can find the right talent for what they need

07/20/2022

Suggestions for the curious but reluctant advisor.

06/29/2022

It may be less than you think, but you can build that trust and earn more assets by understanding their emotions.

06/28/2022

Define your expertise to attract your ideal client.

06/27/2022

Ask this simple question to understand different reasons why clients avoid consolidating their assets with one advisor.

06/07/2022

A proposed SEC rule could alter the way you manage client relationships

05/31/2022

Gen X — the proverbial middle child — is frequently overlooked.