Guides

How-tos, step-by-step guides, and proven tactics for RIAs looking to save time, delight customers, and grow their business.
Guide to Tax Planning

Guide to Tax Planning

Financial advisors constantly seek ways to increase value, create personalized solutions, and secure their client's financial futures. Congress has passed a number of omnibus bills that have significant tax consequences, especially for high-net-worth households. This...

How Financial Advisors Can Highlight Their Brand Value on YouTube

How Financial Advisors Can Highlight Their Brand Value on YouTube

If you’re part of the Financial Advisor Magazine community on LinkedIn, you may have seen this thoughtful, recently posed question:What this informal poll suggests is that storytelling is crucial for financial advisors to communicate effectively with prospective...

How Advisors Can Best Engage the Entire Family

How Advisors Can Best Engage the Entire Family

TLDR:Engaging the entire family is crucial for advisors to build trust, retain accounts, and create long-term value. To achieve this, advisors should develop a comprehensive family engagement plan that goes beyond traditional KYC questions. Understanding financial...

How RIAs Can Free Up Time to Evaluate Operational Upgrades

How RIAs Can Free Up Time to Evaluate Operational Upgrades

One of the toughest parts of running a financial advisory practice is time management. Managing a book of business requires many moving parts.  According to a research study conducted by the Kitces team, financial advisors work an average of 43 hours per week,...

Tips for Financial Advisors to Get More Client Referrals

Tips for Financial Advisors to Get More Client Referrals

Human relationships are the heartbeat of every successful business. There’s a powerful quote about this topic from Hubert Joly, a Harvard Business School faculty member, who was the former CEO of Best Buy. “The heart of business is the idea of pursuing a noble...