The Client: Client retention

• December 31, 2013

  Advisors Who Mix Clients With Alcohol (Sept. 9)

  In a relationship business, drinking together isn’t taboo.

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• December 31, 2013

  Being a Bit Too Personal Can Be Great for Business (Oct. 29)

  Most clients respond warmly to interest in their non-financial lives.

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• December 31, 2013

  Why Advisors Ignore Asset Minimums (Nov. 18)

  They’re often more honored in the breach than the observance.

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• December 31, 2013

  The Top 10 Stories of 2013

  A look back at the stories FA-IQ readers clicked the most.

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• December 30, 2013

  Schwab’s Wirehouse Bullet Could Hit RIAs Too

  A new guarantee may confuse clients of firms that custody with Chuck.

  Last Comment: January 18, 2014
  4 Comments
• December 27, 2013

  Give Bereaved Clients Time to Mourn

  Be sensitive to their emotions, but show respect by keeping them in the planning loop.

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• December 20, 2013

  Reining in the “Accumulator” Client

  This type of investor loves to make money but is tough to advise.

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• December 20, 2013

  Will Your Practice Accommodate Aging Clients’ Needs?

  Advisors can offer service that transcends the financial — if they're game.

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• December 20, 2013

  Big or Small, the Holiday Party Is an Investment

  A successful event pays for itself in new clients.

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• December 18, 2013

  Resisting When Clients Beg You To “Do Something!”

  Leaving a portfolio untouched is often wiser — but that’s not always easy.

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