Although top-performing firms were no more likely to raise fees than others, those that did increase their fees did so more aggressively — especially with regard to smaller clients. At top-performing ...

In financial services, it's all about the clients. What your clients need, what they want, where they are, where they're going and who they can refer along the way. There is no business without ...

I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some ...

Successful registered investment advisors have generally grown their employee bases just slightly under the percentage that they’ve added clients, in a sign that quality firms keep staffing up to pace ...

I am the Managing Partner of EB5 Affiliate Network — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Attracting new clients to your business usually involves considerable ...