Most RecentMost ViewedMost LikesThe seven friction points of retirement advice Eliminating issues can significantly improve the adviser-client relationship and enhance retirees' financial security. The awkward moment when it's time to increase fees How one shift in approach changed everything about how I handled the uncomfortable fee conversation. Advisely users gear up for growth in 2025 Indicative results from the Advisely Growth Survey suggest the vast majority of Advisely users are preparing to take on new clients in 2025 – with over 70% targeting double digits. I'd like to invest in the automatic dog feeder from China When a risk-averse client expresses a sudden interest in Chinese pet supplies, it's time to ask a few questions. The small practice rollercoaster You can't control all the ups and downs – but you'll need a "what-if" plan to stay on track. Why I'm happy to be a generalist Why, after 25 years in the industry, have I decided to stay in the "generalist" camp? We don't buy what we don't understand Let me ask: have you ever had a client seem eager at first but then disappear? The wisdom of being a client of yours Here's a simple question: has your relationship produced a result for the client? Business case study: Why Anne Graham sees her role as that of a life coach Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. Hearing what’s unsaid: it’s all new for clients Our latest survey results challenged our assumptions about new client satisfaction – and advisers should take note.
