Clients

The former director of marketing at Raymond James Financial opines on how the industry isn't managing its message well. Investors don't know the full range of services advisors provide. You, as an advisor, have an obligation to tell the public what services you provide so that they'll be better prepared for their financial future.

The real indicator of how much clients desire success is what they are willing to sacrifice to achieve it. The clearer they are about their vision, the more they will be willing to sacrifice. Great clients seek to learn. Great advisors seek to educate their clients beyond their investment returns.

Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need.

The "secret" to advisors' success is no secret at all. If you truly understand your clients' most important concerns and provide the appropriate solutions, you'll build a great business. Unfortunately, advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions.

What is wrong with higher education today? Financial Planning magazine's Elizabeth O'Brien asks Frederic J. Fransen, executive director of the Center For Excellence in Higher Education.

No one can agree on what HNW means, precisely, but that hasn't hindered the obsession with this market segment.

Many Boomers are either too optimistic or too ignorant about how to prepare for retirement, even if it’s just a few years away. How do you make retirement work for clients after they have stopped working? AdvisorMax asked retirement-focused experts for their best tips.