As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
In decreasing order, based on the number of unique readers, the most-read practice management articles are:
by Stephanie Bogan, 10/22/24
Stephanie Bogan has developed a seven-step framework that has been used countless times to assist advisors looking to build a $1 million, 100-days-off practice, as well as help leaders of seven-figure firms scale their success to new heights.
by Dan Solin, 10/23/24
Determining your client’s risk tolerance is a critical first step in constructing a tailored investment portfolio.
by Justin R. Heller, 2/5/24
State taxes are not just a footnote in the financial statements of NBA players; they are a central element in the negotiation process.
by Michael Finke, 1/22/24
One topic that hasn’t been discussed enough is that the loss of welfare from underspending is likely much higher than from choosing a fee method.
by Dan Solin, 10/16/24
This article explores how to increase your AUM by capturing assets in trusts and DAFs, explains the difference between directed and traditional trustees, and discusses why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.
by Rod Mims, 11/20/24
Top financial professionals have a clear understanding of their unique strengths and are able to convey them to clients. To set yourself up for success, distinguish yourself in the market through specialized expertise and tailored client services.
by Bob Veres, 2/5/24
Bob Veres outlined the trends that he believed would emerge in 2024 and shape the future, so advisory firms could prepare for them and have the strong, gusty winds of change howling at their backs instead of in their faces.
by Rick Kahler, 11/12/24
Despite being the generations with the most knowledge, experience and potential resources, many are still unsure about their financial future.
by Matthew Jarvis, 1/9/24
Here is one of the worst things you can say to a client, and what you should say instead to build relationships and foster understanding.
by Micah Shilanski, 4/16/24
Advisors often get overexcited and overwhelm clients when discussing Roth conversions. Here’s how to dial back and effectively communicate this tax-saving strategy.
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