Do you work so hard that you feel stressed out? Welcome to RIA burnout. Fortunately, there’s a better path. Read about it here. Being a wealth manager or registered investment advisor (RIA) isn’t a walk in the park. Sure, the financial rewards can be high, but the required work can be...

Is your website converting prospects into clients? If not, this article is for you. Websites in the registered investment advisor (RIA) business are no longer just a cool tech toy. They have become essential engines for business growth. Is your firm’s website attracting prospects and...

A digital customer experience can be highly effective in retaining RIA clients. The starting point: customizing it to meet their individual needs. Digital technology has revolutionized the investment-advisory business. Though many observers think it has made RIAs more efficient but less personal,...

Are you hearing from panicked clients during these financially volatile times? Here’s how RIAs and financial advisors can keep them focused on their long-term investment goals and results. Market volatility is a normal part of investing. It usually occurs when something spooks clients:...

Any profession that involves working with people requires a keen understanding and acceptance of an overused but valid principle: you can’t satisfy everyone. Regardless of your knowledge, skills and communication prowess, you’re likely to run into more than a few problematic clients. As...

Are you looking to grow your RIA firm’s client base? Then make sure you’re taking full advantage of digital marketing techniques, along with the traditional method of asking for referrals. Registered investment advisors (RIAs) typically grow through some combination of advertising,...

Nearly all RIA owners agree that succession planning is important. But too few are actually doing it. Read on to learn why getting started is essential and how to do so. Maintaining continuous service to your clients may be the most important commitment you make as a registered investment advisor...

Millennials are the largest population group in America, with unique needs for financial advice. If you’re not courting their business, you might want to start. In Part 1 of this series, “14 Things to Know about Millennial Prospects,” we argued that the best-educated, most...