Cognitive psychologists have identified ways that the Reflexive Brain reacts intuitively. While these intuitive behaviors are good for many parts of our lives, they can cause us to react illogically when our finances are[...]

Advisors face more competition than ever and need to distinguish themselves from the competition by creating personal connections that eventually convert into revenue-generating relationships. The current competitive and[...]

You probably won’t be surprised to learn that research has shown that over 85% of executives attribute their success to their business relationships. And even though this study wasn’t strictly focused on the wealth m[...]

One of the best ways to bring about success in a new year is to celebrate the successes of the current year while. You need to be painfully honest about the failures or lost opportunities in 2009. This will open the door[...]

Whether you are a newly transitioned advisor or a veteran independent, here is a tool offered by the Money Management Institute, America’s Finance IQ Test, that will give you a unique way to dialogue with clients and p[...]

On May 24, 1844, Samuel P. Morse officially opened the Baltimore–Washington telegraph service by sending the message “What hath God wrought?” The telegraph led to the telephone. The telephone led to the cell phone.[...]

Today’s tough economy poses tricky questions for the independent and/or the would-be independent advisor. Establishing your own practice can be daunting enough, but in this environment there’s even less room for lax [...]

A good consultant more than earns his or her fee; and a good consulting relationship empowers the client to make more intelligent decisions that are fueled by the wisdom of experts. [...]

A four-part series of articles about reaching, maintaining and delivering to affluent individuals.[...]

Many advisors have discovered that much of an affluent family’s money is tied up in long-term trusts and other accounts created a generation ago with private banks and trust companies.[...]