A survery of more than 5,000 reps from LEL financial services reveasl a curious trend. Increasingly, planners want fewer, not more customers. Why? Because, in the ver popular high net worth space, less is more.

Training and education technology that has been de riguer in other industries is just now making an appearnce in financial planning. In a regualted business for which one new regulation is promulgated every seven days, access to training can be vital.

Is there any way to “fire” a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.

Is the popular model for levying fees, a percentage of assets under management, really right for financial advisors? Some fee only advisors are charging extra for certain services, earning fees, and getting recognition for value they add.

If you are not sure how you feel about the economy, you at least take the temperature of your peers. A group of advisers is becoming the financial world’s answer to the Nielsen families resulting in the Advisor Confidence Index.

This article describes how so-called study groups — the aggregation of several financial planning firms into a group that relies upon and networks with each other — can give a small firm the power of a large one.

When clients divorce, what’s a financial planner to do? As they say in a mindfield, step very, very carefully.