Feb 27, 2017

What’s Working Now: This advisor left her wirehouse, using creative multimedia marketing strategies to smooth her transition to independence.

Feb 16, 2017

Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews a strong retail sales report, a pick-up in the oil patch, the latest on inflation, and Yellen’s testimony and rate-hike probabilities.

Feb 16, 2017

What's Working Now: Want to sign more CPAs as clients? This advisor's command of LinkedIn has allowed him to connect with more CPAs and deliver continuing professional education workshops to them.

Feb 7, 2017

What's Working Now: This advisor hosts parties for clients on the verge of retirement as a way to show his appreciation and honor this important milestone event. The strategy also helps promote his firm's brand and gain new clients.