Julie Littlechild

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  Satisfied Clients Don’t Make Advisor Referrals: Schwab, Texas Tech Study

  By Kathleen McBride, AdvisorOne  |  December 9, 2010

  Clients are sticking with their intermediary, but are confused about their advisors’ professional roles and investing costs.

• At FPA Denver, Defining Advisor Value and Rebuilding Trust

  By John Sullivan, AdvisorOne  |  October 10, 2010

  An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.

• Getting Engaged

  By Marie Swift  |  July 1, 2008

  If you surveyed your clients and 99 percent reported that they were satisfied with your firm, you'd probably be very pleased. However, according to a...

• Raising Your Game

  By Britt Erica Tunick  |  June 1, 2008

  It's hardly news that regular communication--financial and otherwise--is the key to high-net-worth client satisfaction. Nor is it any surprise that satisfaction leads to loyal clients....

• Talking Turbulence

  By Marie Swift  |  April 1, 2008

  What did you do to communicate with your clients during the market downturn earlier this year? If you answered "nothing," or had to stop and...

• The New Critical Mass

  By Mark Tibergien  |  November 1, 2004

  In the late 1980s, I had a conversation with Larry Carroll, a financial planner in Charlotte, North Carolina, whom I regard as one of the...