Commonwealth Independent Advisor, a Blog from Commonwealth Financial Network

Achieving Growth with “C” Clients: Tips from Successful Next-Gen Advisors

Hiring Next-Gen Advisors—It’s All in Your Mind-Set

Health Insurance for Younger Clients: A Next-Gen Connection Opportunity

Tech Savvy Vs. Security Savvy: Awareness Training for All Generations

Changing Your Client's Irrevocable Trust: What Are the Options?

An Estate Planning Checklist for Advisors

Estate Planning with Intentionally Defective Grantor Trusts

Should Some Clients Self-Insure for Long-Term Care?

8 Potential Risks in Your Financial Advisory Practice

Fighting Elder Financial Abuse—the Crime of the 21st Century

The Retirement Plan Advisor’s Guide to Offering Model Portfolio Services

Are 72(t) Plans Too Good to Be True? (For Most of Your Clients, Yes)

Scaling Back: 4 Steps for Transitioning Clients as You Near Retirement

A Language of Retirement: Helping Clients Live Their Best Post-Career Life

In the Now: Leveraging Technology to Enhance the Client Experience

The Art of Engaging Clients: Do More with Less

Data Breaches: A Guide to Reducing Impact

Last Will and Testament: The Key to a Comprehensive Estate Plan

Charitable Giving Solutions: A Guide to Differentiating Your Value

Keeping Up with Impact Investing Strategies in a Growing SRI Universe

Better Your Brand: A New Year’s Resolution

Capturing Money in Motion: An Ever-Changing Opportunity for Growth

A Medicare Do-Over? It Might Be Available to Some of Your Clients—But Act Fast

The College Planning Value-Add: Mastering Financial Aid Eligibility

Why Giving Back to Your Community Matters—for You and Your Business

Top Marketing Trends for 2019 for Financial Advisors

Want to Add More Client Assets? Just Ask!

Why We Spend Money We Should Be Saving—and How to Resist the Impulse

Becoming Your Clients’ Best Social Security Planning Resource

Helping Clients Make the Connection Between Income and Medicare Premiums

How Good Are TDFs at Managing Retirement Savings Risks?

Confessions from a Password Manager Convert

Wishing You Joy This Holiday Season

Lessons Learned from 2018’s Biggest Information Security Stories

Managing Retirement Assets for Longevity with the Bucket Strategy

4 Steps to Guide Your Clients into Retirement

Conducting a POA Checkup: The Advisor’s Role

Pushing 100: Tips for Addressing Longevity Risk with Clients

Measure Your Business Success with 3 Crucial KPIs

The Business Planning Process: Tips for Elevating Your Advisory Firm

A Time to Give Thanks

Using E-Mail Marketing Campaigns to Your Advantage

Make It Meaningful: The Dos and Don’ts of Giving Gifts to Clients

The Business Continuity Plan—Are You Ready?

Don’t Wait! 5 Essential Website Updates to Make Before Year-End

Offering Freedom of Choice: The Value of Hybrid Advice

Jargon Check: 6 Words Advisors Should Avoid Using with Clients

Managing Your Clients’ Tax Liability? Focus on 4 TCJA Changes

Are You Reviewing the Pros and Cons to the POA Decision with Clients?

“Handle” with Care: How and When to Change Your Twitter Username

The Importance of Defining Your Target Market

The Yearly Must-Do: Review Clients’ Retirement Accounts

A Guide to Identifying Emerging Risks and Taking Action

Implementing an ESG Investment Strategy in the Qualified Plan Space

Picture This! A Better Way to Connect with 401(k) Participants

5 Strategies to Maximize Employee Engagement—and Retention

Scaling the Truly Exceptional Client Experience

Know Your Clients: Data-Gathering Techniques for Financial Advisors

Displaying Your Computer Screen on Your TV

How to Know When to Hire a New Employee

5 Tips to Elevate Your HR Strategy

Pooled Income Versus Donor-Advised Funds

How to Talk About Philanthropy with Your Clients

Analyzing Prospective Client Portfolios in 4 Steps

5 Steps to Navigating the Fee Conversation with Clients

Model Portfolios for Investment Management: The Key to Efficiency?

3 Tips for Managing Cash in a Rising Rate Environment

Harness the Power of Intentional Storytelling to Strengthen Your Brand

A Guide to Teaching Financial Literacy to Your Clients’ Children

How to Choose a Cyber Liability Insurance Policy

Breaking It Down: Cyber Liability Insurance and Common Misconceptions

Assembling Your Shield: A Risk-Based Approach to Information Security

Best Practices for Cleaning Up the Asset Manager Clutter

Is Forming a Business Partnership Right for Your Firm?

The Secret to Time Management: Understanding What Motivates You

Finding the Right Retirement Plan Recordkeeper for Your Client

Should You Partner with a 3(38) Fiduciary Service Provider?

The ABLE Account Under the Tax Cuts and Jobs Act

Benefit or Backfire: Navigating the Irrevocable Medicaid Trust

How Cryptocurrencies Affect Cybercrime—and What It Means for You

Which Clients Should (and Shouldn’t) Convert Assets to a Roth IRA?

Changes to Pass-Through Business Taxation Under the Tax Cuts and Jobs Act

Estate and Tax Planning Opportunities Under the Tax Cuts and Jobs Act

The HSA—A Powerful Retirement Savings Option

How to Ask Clients for Feedback—and Act on It

Evaluating the Tax Considerations in Buy-Sell Agreements

All or Nothing: Committing to Consistent Communication with Clients

Convert Prospects into Clients at Events with These 7 Best Practices

Find the Right Client Event Idea

Are You Ready to Answer Client Questions About the New Medicare Card?

How to Develop a Social-First Marketing Strategy

Take Your Website to the Big Leagues: Uncovering Trends with Analytics

Keeping It in the Family: Managing Client Relationships for Longevity

Finding the Balance: How to Delegate Effectively

A New Look at Succession Planning for Financial Advisors

5 Compliance Tips for Anticipating Shifting Investor Needs

The ABCs of Medigap and Medicare

The Blended Retirement System: An Opportunity for Advisors

What’s the Right Risk Management Strategy for Each Generation?

Beyond the Basics: Strategies for Multigenerational Planning

Talkin’ ‘Bout My Generation: Managing Investment Fear and Greed

Uncovering Investing Trends Across Generations

Millennials in the Workplace: Fact Vs. Fiction

Naming Your Financial Advisory Firm: Is It Time for a “BackRub”?

Implementing a Consistent Retirement Plan Oversight Process

How to Run a Successful Retirement Education Campaign

The Not-So-Hidden Risks in Your Clients’ Pension Payout Options

How the Tax Cuts and Jobs Act Has Changed the 529 Plan

And Then What? How to Turn Prospects into Clients

Podcast 101: The Basics of Starting Your Own Podcast

Trends in Estate Planning: How Safe Are Irrevocable Trust Assets?

Trust Planning and IRAs: Helping Your Clients Safeguard Their Assets

Required Minimum Distributions: A Primer for Financial Advisors

What You Need to Know About State-Sponsored Retirement Plans

Help Clients Avoid Identity Theft with the Right Protection Resources

Strategies for Finding and Working with Freelance Creative Talent

Advising Attorneys-in-Fact About Retirement Health Care

The Financial Advisor’s Guide to Medicare Planning

4 Business Growth Resolutions (That You Can Keep!)

How to Recruit the Right Advisor for Your Firm

Setting the Scene for Great First Impressions with Clients

7 Ways to Drive Business Plan Objectives Forward

4 Simple Steps for Eliminating Cable Clutter

Wants Vs. Needs: When It’s Time to Invest in Your Office Technology

Would Fee-Based Retirement Plan Business Work for You?

How to Avoid Common Roth IRA Pitfalls

E-Mail Marketing Best Practices

Developing a Social Media Content Strategy to Grow Your Advisory Business

Grow Your Practice Through Charitable Planning

The SmartIRA™—An Easy Way to Name a Trust as an IRA Beneficiary

Increasing Profitability and Productivity: 4 Numbers You Need to Know

Build Your Brand Identity with a Strategic Firm Name

Happy New Year to You and Yours from Commonwealth!

20 Tweetable Inspirational Quotes

A Special Wish from Commonwealth This Holiday Season

Why You Should Make Time for Meditation in the New Year

The 4 Biggest Information Security Incidents of 2017

Happy Hanukkah from Commonwealth!

Boost the Profitability of Your Retirement Plan Business

Leverage a TPA to Improve Your Retirement Plan Business

Do You Need a Consultant or a Coach?

Building Scale Through Leadership

Happy Thanksgiving from Commonwealth!

Are There Hidden Financial Risks in Your Clients’ NQDC Plans?

New Portability Rules for Estate Taxes: A Simplified Opportunity

Retirement Savings Strategies for Clients with Small Businesses

An Advisor Action Plan for Encouraging Retirement Savings

Creating a Firm Culture That Puts Your Clients First

Tips for Developing an Effective Social Media Presence

Managing Your Clients’ Risk Perception

Market Risk Factors: Theory and Practice

9 Questions on IRA Transfers and Beneficiary Distribution Accounts

Wirehouse Advisors—Your Perception About Going Independent May Be Wrong

8 Tips for Securing Your Mobile Devices

October Is National Cyber Security Awareness Month

How Commonwealth Keeps Up with Trends in Financial Advisor Technology

Is It Time to Upgrade Your Technology?

Scaling Your Financial Advisory Practice, Supernova Style

5 Questions to Ask When Reviewing Your Book of Business

Protecting Portfolios Against Rising Rates: A Holistic Approach

Measuring Portfolio Performance: TWR Vs. IRR

How to Talk to Your Clients About Student Loan Debt

11 Financial Aid Myths Debunked

How to Add 529 Accounts to Your Planning Process

School's in Session: How to Help Clients with Education Planning

A New Reality for Advisors: Responding to the Death of Clients

The Multi-Pay Linked-Benefit Policy: A Long-Term Care Game Changer?

Now That's Teamwork: Offering Staff an Ownership Stake

Balancing Growth and Capacity in Your Financial Services Firm

Think Different When Working with Centers of Influence: Part 2

Think Different When Working with Centers of Influence: Part 1

Could This Work for Me? Evaluating New Marketing Opportunities

Assessing the Physical Security of Your Information Assets

When Are Roth IRA Distributions Tax-Free?

The Backdoor Roth IRA: Helping Clients Catch Up on Retirement Savings

From Good to Great: 6 Tips for Delivering Better Plan Sponsor Meetings

Common Questions and Answers About QCDs

The Millennial Opportunity: Reaching the Next Generation of Clients

The Dating Game: Seeking the Optimal Continuity Partner

3 Lessons Learned from the WannaCry Ransomware Attack

Case Study Series: Retirement Plan Options for Small Business Owners

Case Study Series: Landing Your Dream Client Is Just the Beginning

Case Study Series: Succession Planning for a Family Business

Case Study Series: Unlocking Value in Specialty Assets Through Charitable Giving

Case Study Series: Special Needs Planning and Asset Protection

Case Study Series: An Education-Based Approach to Estate Planning

Niche Marketing Strategies for Financial Advisors

Why Usability Matters

Developing a Disaster Recovery Plan for Your Firm

6 Bankruptcy Basics Financial Advisors Should Know [SlideShare]

An Advisor’s Guide to Medicaid Estate Recovery

Streamline Your Advisory Business with These 4 Best Practices

10 Long-Term Care Questions to Ask Your Clients

Avoiding Pitfalls in Financial Decision Making

The Big 3: Plan Sponsor Questions for the Retirement Plan Advisor

The Cash Balance Plan: A Qualified Plan Opportunity for Advisors

How to Help Small Business Owners Plan for Retirement

LinkedIn for Financial Advisors: Is a Premium Account for You?

Creating an Incident Response Plan

Beyond the Page: Job Descriptions for Your Financial Services Staff

The Role of Trust in Client Retention

Is AB Trust Planning Still Effective?

Helping Clients Transition a Business to the Next Generation

Why Your Office Space Matters

Building Scale to Grow Your Practice with Purpose

Divorce Planning: How You Can Help Clients Protect Their Finances

Is a Divorce Financial Planning Specialty for You? Answers to 5 Key Questions

Vetting Your Vendors: A Guide to Performing Due Diligence

Do Financial Advisors Need Cyber Liability Insurance?

Finding Planning Opportunities in Clients' Tax Returns: A Checklist

Tips to Help Minimize Your Clients' Tax Exposure

The Advisor’s Guide to Succession Planning

Finding Ways to Maximize Your Employees’ Discretionary Efforts

5 (More) Social Media Shortcuts for Financial Advisors

Want to Write a More Effective E-Mail? Try These Tips

Managing SIMPLE IRA Plans: 5 Things You Need to Know

Finding the Right SIMPLE IRA Plan for Your Clients

A Brighter Outlook: Tips for E-Mail and Calendar Management

The Role of Integrated Technology in Financial Services

Small Changes, Big Results: 3 Tips for Better Phone Calls

What You Can Do to Improve Employee Satisfaction

Choosing the Right Financial Planning Software for Your Firm

Navigating the Net Unrealized Appreciation Tax Strategy

Don't Get Hooked: 5 Signs of a Phishing E-Mail

How to Help Your Clients Avoid Tax-Related Identity Theft

Pensions and Social Security: The Impact of the WEP and GPO

6 Retirement Questions Financial Advisors Should Prepare For (And Every Client Should Ask)

5 Steps for Successful Family Wealth Planning

How to Attract Millennial Clients: Advice from a Millennial Advisor

Finding the Right Acquisition Partner for Your Financial Services Firm

Finding Common Ground Between Baby-Boomer and Millennial Advisors

Who Do You Want to Be When You Retire?

Commonwealth Wishes You a Happy New Year!

More Ways to Get Media Attention

What Does Wellness Mean to You?

Happy Holidays from Commonwealth!

Managing Social Media Profiles

5 Ways to Get Media Attention

8 Tips for Developing a Security Awareness Program

How to Help Plan Sponsor Clients Evaluate Financial Wellness Solutions

Are Your Clients Making These Estate Planning Mistakes? [SlideShare]

Financial Planning in Uncertain Times

Happy Thanksgiving from Us to You!

Becoming the Trusted Advisor

Does Your Broker/Dealer–RIA Partner Put Time Back in Your Day?

How to Help Clients Evaluate Pension Considerations at Retirement

Finding Your Fee: How to Price Wealth Management Services

How to Help Your Clients Who Are Overspending in Retirement

What Your Clients Need to Know About Medicare

Gaining Introductions to High-Quality Prospects: 4 Common Questions

What Is Ransomware?

10 Information Security Tips to Protect Your Clients and Your Business

Understanding the Capital Gains Tax: A Case Study

Helping Your Clients Choose an IRA Beneficiary

The Bucket Strategy: Generating Retirement Income for Your Clients

Should You Let Your Employees Work from Home?

10 Best Practices for Developing a Human Resources Strategy

SEO for Financial Advisors: 5 Useful Tips

Why You Should Be Active on Social Media

What You Need to Know About Gift and Estate Taxes

Meeting Your Fiduciary Duty: Focus on Advisory Account Documentation

Succession Options for Financial Advisors: Internal Vs. External

How to Maximize the Value of Your Practice Before You Sell

Is a Corporate Trustee Right for Your Clients?

Should You Hire a Chief Compliance Officer?

FINRA’s Culture of Compliance: How Commonwealth Measures Up

Protecting Senior Clients from Elder Financial Abuse

6 Ways Pokémon GO Is Changing How We Do Business

When to Claim Social Security: Changing the Conversation

Spotlight on Social Security Rule Changes

Sitting in Front of a Computer All Day? Go Easy on the Eyes!

Do You Need a Password Manager?

3 Rebalancing Strategies for Reducing Risk

Human Capital in Portfolio Design: How to Help Young Investors

5 Common IRA Misconceptions

What's the Key to More Effective Long-Term Care Planning?

Dropping Your FINRA Registrations: A View from Compliance

Which Regulatory Affiliation Model Is Best for Your Business?

Should You Videoconference with Your Clients?

16 Work and Life Hacks We Love

6 Steps to Writing an Effective Press Release

20 Creative Marketing Ideas to Wow Your Clients [SlideShare]

How to Help Clients Avoid Self-Destructive Financial Behavior

Nature Vs. Nurture: Can You Change Your Clients’ Financial Behavior?

Changes to the FAFSA for 2017–2018: What Your Clients Need to Know

How to Help Younger Clients with Student Loan Debt

Meeting the Disability Insurance Needs of Your Female Clients

When Clients Are Underinsured: Threats and Opportunities

5 Tips for Managing Employee Satisfaction in a Diverse Workforce

Building a Great Culture in Your Firm

Growing Your Business Through COIs (Beyond CPAs)

The Importance of Organic Growth for Financial Advisors

Quantitative Review of Retirement Plan Investments: The Criteria Set

5 Steps for Stronger Retirement Plan Asset Retention

What You Need to Know About Retirement Plan Auto-Features

Closing the Gap: Retirement Savings Strategies Across Generations

How Not to Get Fired by Your Clients (or Their Heirs)

How to Get the Most Out of LinkedIn in 5 Simple Steps

Winning Institutional Clients: Tips for RFP Success

Online Content Marketing: Questions You Should Be Asking

3 Questions to Save Your Client’s Estate Plan

3 Asset Protection Strategies: Which Is Right for Your Client?

The Advisor’s Role in Estate Planning (It’s Not Just for Attorneys)

Say What? Writing Tips to Make Your Messages Stand Out

Lessons in Punctuation: Semicolons, Colons, and Dashes

Cybersecurity Challenges for Financial Advisors

Trends in Mobile Technology for Financial Advisors

Adding Value Through Asset Location Optimization

CRM System Best Practices for Financial Advisors

A Practical Guide to Hiring an Advisor

Should You Grow Your Financial Advisory Practice?

What’s the Problem with Succession Planning for Financial Advisors?

What Robos Do Well: 5 Lessons for Financial Advisors

Robo-Advisors Vs. Human Advisors: Are They in the Same Business?

A Guide to Successful Strategic Alliances for Financial Advisors

PATH Act of 2015: 5 Key Tax Provisions Your Clients Need to Know

Best Practices for Using Twitter to Market Your Firm

The Advisor’s Guide to Social Media: Exploring the 5 Ws

Navigating Client Relationships: 5 Potential Scenarios

Connecting with Gen X: The Clients of Tomorrow

How to Help Women Investors Gain Comfort with Risk

Managing Client Expectations: How to Answer 3 Common Questions

Engaging Women Investors Where They Are

From Brady to Beyoncé: Lessons on Positioning Yourself with Prospects

Integrated Marketing: The Secret to Success

Marketing Your Firm's Brand Change

Commonwealth Wishes You a Happy New Year!

Writing and Executing the Perfect Press Release: A Guide for Advisors

Christmas Wishes from Commonwealth!

25 Tweetable Quotes from the Best Minds in Marketing

New Year, New Start: Year-End Planning Tips for Your Clients

Continuity Planning for Advisors: Resolutions for the New Year

9 Grammar Mistakes You Can Stop Making Today

Commonwealth Wishes You a Happy Hanukkah!

How to Add Value with Strategic Charitable Planning

Special Needs Planning: A Complete View

Happy Thanksgiving from Commonwealth!

Take Control of Your Inbox: Tips for Managing Your E-Mail

5 Tips for Creating a Strong Password

Green and Secure Best Practices for E-Waste Disposal

To Self-Insure for LTC or Not? How to Assess Your Clients' Options

Helping Your Clients with Medicare Enrollment in 5 Easy Steps

Health Care Costs in Retirement: Planning Solutions for Your Clients

5 Steps for Incorporating Health Care Planning into Your Practice

How to Choose the Right Retirement Plan Management Tool

5 Strategies to Drive Retirement Plan Participant Engagement

The Rise of the Robo-Advisor: Threat or Opportunity?

How to Protect Yourself from Identity Theft

Choosing a Cloud Service Provider for Your Financial Services Firm

4 Tips for a More Efficient Insurance Underwriting Process

10 Best Practices for Personal Efficiency [Infographic]

E-Mything Your Financial Advisory Practice

A Fresh Look at Creating Investment Policy Statements

Rebalancing Your Clients' Portfolios: Best Practices

Forming a Business Partnership: Tips for the Solo Advisor

A Strategy for Success: Delegating in Your Financial Services Firm

Leading Multiple Generations in Your Financial Services Firm

The Key to Becoming a Top Advisor: "Focus in Motion"

Advising the Recently Widowed: How Can You Help?

Estate Planning for Female Clients: One Size Does Not Fit All

5 Planning Challenges for Unmarried Couples (and How to Solve Them)

Women and Wealth: Insight into Female Clients' Decision-Making Process

6 Questions About 72(t) Plans That Your Clients Should Be Asking

What's "New"? The Single Distribution Rule on Qualified Plan Rollovers

Fostering Creativity in Your Financial Services Firm

3 Simple Steps for Conducting Performance Reviews

Creating Value Through an Employee Performance Management Program

Help Wanted: How Do You Hire the Right Candidate for Your Wealth Management Practice?

Take a Walk in Their Shoes: Refining Your Clients' Experience

Windup and Pitch: Can Financial Advisors Use PR to Boost Credibility?

Telling Your Story: How to Write a Professional Biography

Fill in the Blanks: An Exercise in Creating Your Brand Statement

The 770 Account and the LIRP: What Your Clients Need to Know

3 Tax-Minimizing Strategies to Protect Your Clients' Retirement Income

The Key to Using Retirement Income Calculators: Check Your Assumptions!

Suddenly Wealthy: Helping Clients with Unexpected Inheritance

Naming an Executor: 4 Questions Your Clients Should Be Asking

All in the Family: Protecting Inheritances for Married Children

Best Practices for Financial Advisors: Proven Results

4 Growth Trends That Are Shaping Advisor Practices

Secrets to Social Media Success for Financial Advisors

Online Marketing Best Practices: Tips, Tricks, and Hacks

Benchmarking Client Retirement Plans: Providing a Measure of Health

Managing Retirement Plans in Your Practice: It's Not Just for Specialists!

Financial Planning for the Younger Client, Part 2: Beyond the Basics

Socially Responsible Investing: Is It Just a Trend?

Financial Planning for the Younger Client, Part 1: The Basics

My Advice for the Young Investor: What I Wish I Knew Then

Managing Risk in Your Client Relationships

Don't Be a Victim: Mitigate the Risk of Fraud in Your Practice

Considering Suitability: 3 Red Flags in Variable Annuity Transactions

10 Regulatory Exam Priorities for 2015

Content and Inbound Marketing Techniques for Financial Advisors

Conducting Focus Groups in Your Financial Advisory Practice

The Role of Social Media in Next-Gen Marketing

How Financial Advisors Can Attract Gen X Clients

Using Visionary Planning for Better Client Meetings

6 Things Clients Expect from a Financial Plan

Protect Yourself from IRS Tax Scams

Your Clients' Social Security Questions Answered

Strategies for Insurance Efficiency: Control, Influence, and Letting Go

Protect Clients' Retirement Assets from Long-Term Care Risk in 3 Steps

Meeting Clients’ Risk Management Needs During the Peak Debt Years

Why You Can't Afford to Ignore the Insurance Conversation

Strategies for Minimizing Clients' Tax Exposure All Year Long

3 Best Practices to Build Stronger Relationships with Tax Advisors

Can You Work Full-Time from a Tablet? With Surface Pro 3, You Can

Millennials and Education Planning

Happy New Year from Commonwealth!

31 Tweetable Quotes to Inspire Positive Change in the New Year

Merry Christmas from Commonwealth!

5 New Year's Resolutions for Financial Advisors

Recommended Reading for Financial Advisors from Commonwealth's Leaders

Happy Hanukkah from Commonwealth!

Best Practices for Marketing to Women Investors

Key IRA Rollover Considerations

Roth IRAs Versus Roth 401(k)s: Which Is Right for Your Client?

How to Discuss Retirement with Millennials, or "Save Early, Save Often!"

Is It Risk Tolerance or Risk Perception? And What Can You Do About It?

When Behavioral Biases Get in the Way of Clients' Financial Decision Making

Why All Financial Advisors Need a CRM System

7 Ingredients for Optimizing the User Experience [Infographic]

How to Quantify Your Value-Add for Clients

Are You Charging for Planning? If Not, Here's How You Can Start.

Tips to Fine-Tune Your Client Acquisition Process

What You Need to Know About the CyberVor Hack

Charitable Trust Planning 101

6 Things to Do Before Your Clients Give to Charity

Are Your Clients Donating to Charity? Consider These 6 Giving Strategies

All of Your Female Clients Need Long-Term Care Planning. Here's Why.

2 Tips for Guarding Against Medical Identity Theft

An Empathetic Approach to Long-Term Care Planning

Are You Using LastPass Yet? Here Are 8 Reasons Why I Think You Should

5 Steps to Improve Your Advisory Firm's Organizational Design

Leading a Multigenerational Wealth Management Team? Consider These 4 Best Practices

3 Practices of Successful Advisory Firm Leaders

How to Recruit and Retain Top Talent

How to Help Clients Manage and Eliminate Debt

Assess a Client's Debt in 4 Steps

Tips to Uncover Clients' Personal Goals and Motivators

Helping a Divorced Client Claim Social Security? Consider These Criteria

Helping Clients Claim Survivor Benefits: A Mini Case Study

Strategies to Maximize Social Security Benefits for Married Couples

When Should Clients Claim Social Security?

10 Estate Planning Pitfalls Advisors Should Help Clients Avoid

How to Work with Clients with Diminished Mental Capacity

The 3 Pillars of the Estate Plan

6 Ways to Prevent Identity Theft

Traveling with Technology Safely: A To-Do List

A Better E-Mail Client for Mac? A Closer Look at Airmail

Why You Should Care About Multifactor Authentication

How to Protect Clients from Online Crime

Generate Buzz for Your Advisory Business

3 Marketing Lessons Advisors Can Learn from VIP Venues

Hourly Rates for Financial Consultants: How Much Is Your Time Worth?

Mitigate the Effects of Fee Compression with These 4 Best Practices

Writing for the Web: A Cheat Sheet for Success

Do Financial Advisors Need Facebook?

When Is the Best Time to Post Updates?

You Hired a New Advisor. Now What?

Challenges and Benefits of Hiring a Junior Advisor

How Advisors Can Improve Operational Efficiency with Sticky Notes and Checklists

How You Can Increase Scalability by Segmenting Clients

Could an Accountability Partner Help Improve Your Business?

How to Manage Revenue Growth (So It Doesn't Manage You)

How to Build Your Succession Plan, Part 2

How to Build Your Succession Plan, Part 1

Top 5 Advisor Continuity and Succession Planning Questions

Retirement and Succession Planning for Advisors: Don't Skip These 10 Steps

Life Expectancy and Pension Planning

Pension Payout Strategies: A Holistic Approach to Advising Clients

5 Business Social Media Shortcuts for Financial Advisors

Retirement Conversations with Clients: How to Facilitate Open Discussion

LastPass Responds to Heartbleed

Help Clients Create a Retirement Vision

Smartphone Heaven: Increase Productivity with Mobile Technology

Social Media for Busy Financial Advisors

Build a Great Twitter Marketing Strategy: How Financial Advisors Should Start Tweeting

Social Media Marketing for Financial Advisors: Time Commitment Myths

Discussing Tax Returns with Clients: A 5-Step Approach

Co-Marketing Your Strategic Alliance: Tips for Financial Advisors

The How and Why of Strategic Alliances for Financial Advisors

Joining and Creating LinkedIn Groups: A How-To for Financial Advisors

Business Networking: How to Join LinkedIn's 500+ Club

Social Media for Financial Advisors: A Step-by-Step Guide to Getting Started, Part 2

Social Media for Financial Advisors: A Step-by-Step Guide to Getting Started, Part 1

The Science of Success: Why Positive Thinking Matters

6 Reasons Why Clients Overspend and How You Can Help

4 Tips for Removing Emotions from Financial Decision Making

How to Build Trust with Clients

New Year’s Computer Resolution

We Live in Interesting Times

Measuring a Website’s Success with Google Analytics

Windows 8.1 – Are You Ready for Your Next OS?

Making the Switch to Android

Windows 8: The Last Desktop Operating System

App-ropos

What I Learned from Getting Robbed: Part 2

What I Learned from Getting Robbed: Part 1

Getting Lost . . . But What if You Want to Be Found?

LastPass – Why You Only Need to Know One Password

Two-Factor Authentication: What It Is and Why You Need It

i Squared

Practice Makes Better

Social Media – Fact Vs. Fiction

It’s Your Site – Make It a Great One!

“What Would You Do if You Weren’t Afraid?”

Getting to Know Windows 8

Turning Lemons into Lemonade—or Maybe Not. What’s Up, LinkedIn?

Getting Old or Feeling Old?

Google Reader Is Dead. Long Live Google Reader!

LinkedIn Profiles and Why They Matter

Technology Trends for Today

Changing Perspectives

When I Was a Bit Younger

Fujitsu Releases New ScanSnap iX500

The Great Distraction

New Year’s Nonsense

Part II: When Did Work Become a Vacation?

Part I: When Did a Vacation Not Become a Vacation?

Thoughts to Ponder: Technology Adopters

What Is CRM Anyway?

Thoughts to Ponder: Value Proposition

The Facebook Oxymoron: Success Without Customer Caring

What Is “Integration”?

The Samsung Galaxy Note II: The Future of Smartphones or the Future of Tablets?

1st and 10

Thoughts to Ponder: Information Overload?

Technology and Change

I Am Not a Techie!

Staying Connected After a Disaster: Part 2

Staying Connected After a Disaster: Part 1

App-etite for Destruction

Black Friday—Preventing Headaches by Shopping Online

What Is RSS, and How Can It Make Your Life Easier?

Microsoft Surface Tablet

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