The Client

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  Maselli’s New Advisor Model: Advisors as Lifeguards (Seriously)

  By Gil Weinreich, AdvisorOne  |  April 11, 2013

  It may come as a surprise that Frank Maselli, the seminar expert par excellence, doesn’t think seminars are for everyone, or even most advisors.

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  Advisor Coach Walks Walk, Creating Huge Business in Just 18 Months

  By Gil Weinreich, AdvisorOne  |  April 10, 2013

  In June 2011, Katherine Vessenes and her husband Peter, veteran coaches, put their principles into practice by starting their own retail advisory firm. And the results have surprised even them.

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  Low Investor Confidence: An Opportunity for Independent Advisors

  By Bob Clark, AdvisorOne  |  April 10, 2013

  As the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.

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  Using Benchmarks to Spark Constructive Conversations With Clients

  By J. Gibson Watson III, Envestnet, and Andrew Mack, Envestnet | Prima  |  April 10, 2013

  Better performance measurement makes for a better, broader discussion with your clients. Here's how to guide the conversation to everyone's benefit.

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  529 College Savings Plans: Never Too Late to Start

  By John Sullivan, AdvisorOne  |  April 8, 2013

  Late college saving is better than no college saving, says WSJ's Rosenthal.

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  Are You Charging Enough for Your Services? Use This Tool to Find Out

  By Gil Weinreich, AdvisorOne  |  April 4, 2013

  To determine what you should be charging, Pusateri Consulting and Training illustrates a simple way to visualize what you have to offer.

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  Why I Think Ric Edelman Is Ahead of the Curve, Again

  By Bob Clark, AdvisorOne  |  April 3, 2013

  Technology will change advice giving in the very near future, especially among younger people. Ric’s ready. Are you?

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  What Many Advisors Get Wrong About Young HNW Investors

  By Danielle Andrus, AdvisorOne  |  April 2, 2013

  A survey by Merrill Lynch Private Banking found many stereotypes about them—that they rely on social media for investing advice, for example, and resist proven strategies—are exaggerated.

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  Price Forecasts in the Media: a Lousy Way to Invest

  By Joyce Hanson, AdvisorOne  |  April 1, 2013

  “I often hear advisors say their clients are contrarian indicators,” Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.

• When Clients Get in Trouble: The Behavioral Reasons

  By Ronald Delegge, ETFguide.com  |  April 1, 2013

  When your clients ask, “Why is this fund not up as much as the market?” or "Why don't we invest in just a handful of top-performing stocks?" there could be a behavior disorder lurking behind the questions.