What’s the Truth About Cultivating Workplace Culture?
Building a True Meritocracy: The Importance of Diversity and Inclusion
What It Means to Be an Effective Team
Crafting Your Brand Story in 7 Simple Steps
Retirement Plan Re-Enrollment: A Fresh Start for 401(k) Participants
Getting a Head Start on Retirement: The Minor-Owned Roth IRA
In the Maine Wilderness: What I Learned About Managing Business Risk
5 Features of an Ensemble Practice
Are Your Clients Liable for Spousal Debt?
When Students Go Off to College: Financial Planning for Empty Nesters
Tweet About It: Building Your Brand Through Twitter
Be the Change: Adopting Agile Marketing Principles at Your Firm
The Value of Benchmarking a Retirement Plan
The Benefits of Managed 401(k) Accounts: Are They Real?
Don’t Be Bossy: How to Effectively Coach Your Employees
Rethinking Practice Management Fundamentals for Advisors
Insurance Planning: The Business of Protecting Families
One Bite at a Time: Longevity Planning for the Sandwich Generation
Prospecting for High-Net-Worth Clients
Identifying Investment Opportunities: How the Experts Do It
Managing Risk in Your Client Relationships
10 Best Practices for Developing a Human Resources Strategy
10 Long-Term Care Questions to Ask Your Clients
5 Steps for Successful Family Wealth Planning
How to Help Your Clients Who Are Overspending in Retirement
Managing Your Clients’ Risk Perception
What You Need to Know About Retirement Plan Auto Features
6 Retirement Questions Financial Advisors Should Prepare For (And Every Client Should Ask)
Vetting Your Vendors: A Guide to Performing Due Diligence
8 Tips for Developing a Security Awareness Program
Going Roth: Strategies to Maximize Savings for 401(k) Clients
Outside the Box: Alternative Retirement Savings Options
Ready to Grow Your Advisory Business? Try These Actionable Ideas
Recruit the Right Advisor for Your Firm in 5 Steps
Telling Your Story: How to Write a Professional Biography
CMO Insights: When to Hire Third-Party Marketing Support
A Spotlight on State Estate Taxes: Strategies to Avoid Exposure
Does Your Client Still Need an ILIT?
What Type of Fiduciary Service Provider Are You?
The SECURE Act: What It Means for Retirement Plan Advisors
A Plan for Success(ion): 7 Steps to Transitioning Your Firm
A Reminder to Communicate with Clients in Volatile Times
App Review: How to Improve Your Content Game with Infographics
7 Tips for Creating an E-Newsletter Your Clients Want to Read
Are Your Clients Eligible for Student Loan Forgiveness?
No Place Like Home: Helping Millennial Homebuyers
Capturing Retirement Plan Rollovers: A Reminder to Be Diligent
Should You Hire a Chief Compliance Officer?
Understanding the Capital Gains Tax: A Case Study
The Golden Age of Prospecting: Use Digital Media to Reach New Clients
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
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
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
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
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
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
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
Helping Your Clients Choose an IRA Beneficiary
The Bucket Strategy: Generating Retirement Income for Your Clients
Should You Let Your Employees Work from Home?
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?
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
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?
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
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
All posts
Subscribe to Our Blog
Commonwealth Independent Advisor
offers thought leadership and guidance for financial advisors on topics ranging from practice management and marketing, to financial and estate planning, to information security.
Browse by Topic
Asset Management & Investing
(24)
Behavioral Finance
(19)
Compliance
(14)
Education Planning
(10)
Estate Planning
(37)
Financial Planning
(49)
Information Security
(37)
Marketing
(83)
Practice Management
(112)
Pricing Your Business
(7)
Retirement Consulting
(53)
Retirement Income Planning
(37)
Risk Management
(20)
Social Media
(27)
Succession
(8)
Technology
(60)
Transition
(2)
Follow Us
Tweets by HubSpot
FINRA BROKERCHECK
