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Some new clients see financial planning as an extension of the account opening process or a tool to get people to buy things they don’t want. How can you convince them of its importance?

LinkedIn recently introduced a new feature with possibilities for your practice: long-form publishing.

  • By: Jay Palter
  • July 17, 2014 August 21, 2018
  • 05:59

Friends can be fickle. On one hand, they’re resistant to doing business with you because they worry you may discuss their finances around mutual acquaintances. On the other hand, if they have a serious problem they’ll want help from someone they know and trust.

In previous columns we’ve looked at a number of expressions you should never use with clients. Here are 11 more to scratch off your list.

You’re rolling up the driveway after a long day and wave to a neighbor. Why isn’t she a client?

Most people selling securities call themselves financial advisors. How does your client perceive your role?

More than three quarters of asset managers say they are embarking on a fundamental shift in their overall business strategy.

  • By: Staff
  • June 18, 2014 August 21, 2018
  • 05:59

One of your biggest challenges is differentiating yourself from the competition. Here’s how it’s done in four key areas that are top of mind with prospects.

You don’t want to be average. If you are, you’ll get lost in a sea of peers, which makes it hard to compete professionally and grow your business. One way to stand out is to focus on a niche client base.

Jim Sanderson digs into his geologist past to carve a niche.