We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Family feuds, divorce and stress management aren't often the first things that come to mind when discussing financial advising. But as clients' lives become more complicated, advisors are finding ...

If a potential client types "immigration law firm" or "personal injury attorney" into Google, they are immediately presented with dozens of options. On the surface, they all look remarkably similar: ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

Navigating the world of professional services requires not only expertise in your field but also the ability to discern the intentions of potential clients. Assertiveness is an invaluable skill in ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

I spend a few hours every week supervising new therapists working on their Master's degrees. Challenges around giving clients advice have continually emerged in supervision over the last few years.