Blogs

• 

  The Role of Profit Margins in Business Stability

  By Michael E. Kitces  |  June 19, 2013

  In part two of a post, we explore that while revenue and expenses of a business are not stable, neither is your staff.

• 

  Why I Feel Torn Over the CFP Board's Treatment of Goldfarb

  By Bob Clark, AdvisorOne  |  June 19, 2013

  Now that the CFP Board has released details about its actions against former Chairman Alan Goldfarb, I better understand its reasoning. In this case, though, should justice have been tempered with mercy?

• 

  Why Profit Margins Matter

  By Michael E. Kitces  |  June 18, 2013

  Whether the goal is to maximize income or not, the profitability of an advisory firm matters, in far more ways than "just" the income paid out to the owner.

• 

  Caution: Clients Who Volunteer Unknowingly Put Assets at Risk

  By Jim Hageman, ACE Private Risk Services  |  June 18, 2013

  Umbrella and charitable directors and officers’ insurance can provide affordable protection for boomers who want to give back to the community, but also want to protect themselves and their assets.

• 

  The Not-So-Irrevocable Trust: Unlocking Trust Assets

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  June 17, 2013

  There are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.

• 

  Another Economic Crisis Brewing? How to Protect Client Portfolios

  By Mike Patton  |  June 17, 2013

  Here’s part of my solution to protect client portfolios in the event of another market and economic crisis.

• 

  4 Things Financial Advisors Shouldn’t Be Doing on LinkedIn

  By Amy McIlwain, President of Financial Social Media  |  June 13, 2013

  In this blog I am going to go over four common LinkedIn mistakes that can seriously injure your chances of landing the leads you want.

• 

  5 Tips for a Successful Referral Request

  By Paul McCord  |  June 13, 2013

  Referral generation fails primarily due to strategy. The “do a good job for your client and ask for referrals” approach is woefully inadequate.

• 

  Japan’s Swoon Doesn’t Affect Our Short-Term Outlook

  By Ben Warwick, Quantitative Equity Strategies  |  June 12, 2013

  The old adage “sell in May and go away” revolves around the belief that the markets experience higher growth from November to April.

• 

  The Curious Case of Alan Goldfarb, and Why All Advisors Should Care

  By Bob Clark, AdvisorOne  |  June 12, 2013

  An interview with former CFP Board Chairman Goldfarb raises questions about the nuances of compensation and who polices the fee-only advisor.