A new client's existing portfolio and past investment experience are key indicators of their true appetite for risk, says ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

While word of mouth, digital marketing and professional networks are still the main ways accounting firms promote themselves, an entirely new path has emerged over the past few years: AI. With more ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

When a new client signs on, most agencies will rush to learn as much as possible—about the brand, its market, its goals and the people behind it. However, the smartest agencies don’t build strategies ...

Centers of Influence, such as CPAs and lawyers, are proving an effective way to acquire new clients, according to Cerulli Associates.

One-off projects can pay the bills, but they don’t always build a business. This is what freelancers need to do instead. Providing ongoing services like retainers, package deals and strategic ...