Perspectives

Build your business and stay ahead of trends, with fresh perspectives and useful insights.

Featured content

Boost your growth strategy with a documented referral plan

April 11, 2022

Learn how to improve referral volume and conversion rates by drafting a plan that details goals, responsibilities, and recommended activities.
Hiding in plain sight: Is your office space an untapped asset?

March 23, 2022

See how advisors are using their physical environment as a tool for differentiation and expression of their brand.
Playing the endgame on your terms

March 22, 2022

What shape will your firm be in when you're gone? A succession plan can help your business stay strong and clients feel confident in their future.

Learn how to capitalize on industry trends and grow your business.

Virtual is here to stay—that's a good thing

April 20, 2022

The pandemic accelerated digital adoption and our ability to work in a virtual world. Here's the benefits investment advisors should keep and what they should let go as virtual becomes the new "normal."
Boost your growth strategy with a documented referral plan

April 11, 2022

Learn how to improve referral volume and conversion rates by drafting a plan that details goals, responsibilities, and recommended activities.
Playing the endgame on your terms

March 22, 2022

What shape will your firm be in when you're gone? A succession plan can help your business stay strong and clients feel confident in their future.
Tax-smart philanthropy for 2022

March 9, 2022

Tax season is the perfect time to speak to your clients about tax-effective giving strategies. See these strategies you can bring up during your discussions.
9 ways emotions matter in client relationships

February 8, 2022

People are not good at being rational. That's OK. As their advisor, you can help clients make smart emotional decisions.
Cryptocurrency investing at Schwab

February 3, 2022

If you're new to the cryptocurrency discussion, you're not alone.

Keep up with regulatory changes and emerging risks to protect your clients and your business.

RIA Washington Watch

May 11, 2022

From approval on SECURE 2.0 Act 2.0 to a new executive order on cryptocurrency, our own Mike Townsend highlights the big moves that could mean changes for Registered Investment Advisors and their clients.
RIA Washington Watch

February 1, 2022

What's ahead for 2022? Our own Mike Townsend predicts that it could be light on legislation but heavy with regulation affecting registered investment advisors and their clients
How to detect an identity thief

December 6, 2021

These tips will help protect your clients from identify theft and help you detect when someone is not who they say they are.
Finish 2021 strong with Schwab digital tools

November 16, 2021

Take care of year-end tasks for retirement accounts with Schwab's digital tools and tips.
RIA Washington Watch

November 9, 2021

After months of speculation about significant tax increases on wealthy individuals, a Congressional compromise could mean most people see no increase at all.
Three ways COVID-19 changed mergers and acquisitions

October 21, 2021

Mergers and acquisitions continue to surge, but the way deals get done has changed. Here are three stories of how RIA firms adjusted during the COVID-19 pandemic.

Get expert commentary and peer insights to help enhance client relationships and adapt to investors' changing needs.

Virtual is here to stay—that's a good thing

April 20, 2022

The pandemic accelerated digital adoption and our ability to work in a virtual world. Here's the benefits investment advisors should keep and what they should let go as virtual becomes the new "normal."
5 influencing styles—and how to use them effectively

April 17, 2022

By understanding their own influencing styles—and those of others—financial advisors can better work with their clients and colleagues.
Hiding in plain sight: Is your office space an untapped asset?

March 23, 2022

See how advisors are using their physical environment as a tool for differentiation and expression of their brand.
9 ways emotions matter in client relationships

February 8, 2022

People are not good at being rational. That's OK. As their advisor, you can help clients make smart emotional decisions.
Behind the biases: 5 tips for coaching investors toward better decisions

December 28, 2021

Behavioral biases can lead any investor to make irrational decisions. This guide to common problems like recency bias, anchoring bias, and hindsight bias can help advisors keep their clients on track.
How to be there for your clients during a "gray divorce"

December 15, 2021

Divorce after 50 is complex and the stakes are sometimes high. A thoughtful approach can help your clients find their way forward.

Recruit and retain the best talent for your firm and strengthen your leadership skills.

5 influencing styles—and how to use them effectively

April 17, 2022

By understanding their own influencing styles—and those of others—financial advisors can better work with their clients and colleagues.
How tech can help you win the talent war

March 7, 2022

Think tech doesn't matter for hiring RIA talent? Advisors are on the move and you need every advantage.
4 ways to retain key employees

December 29, 2021

Competition for talent is fierce among RIA firms, but these four tips will help employees feel valued, engaged, and confident in their long-term career prospects.
Fine-tune your EQ to improve workplace performance

December 15, 2021

Emotional intelligence, or EQ, can improve engagement and workplace performance. Here's how to develop it.
Finish 2021 strong with Schwab digital tools

November 16, 2021

Take care of year-end tasks for retirement accounts with Schwab's digital tools and tips.
Spend more time with your clients through outsourcing

September 7, 2021

Outsourcing can help deepen client relationships, boost your assets under management, and increase your revenue.

Build an engaging brand and attract new clients to your firm.

How to be the king (or queen) of your content strategy

February 25, 2022

Every day, current and prospective clients take their questions to the internet. A smart content strategy can help your firm deliver answers.
4 simple ways to set your firm apart and drive referrals

December 14, 2021

Looking for viable ways to grow your business? Advisor marketing expert Maribeth Kuzmeski shares her proven strategy for capturing attention and driving referrals.
Finish 2021 strong with Schwab digital tools

November 16, 2021

Take care of year-end tasks for retirement accounts with Schwab's digital tools and tips.
Winning referrals: Five ways to turn your clients into authentic advocates

November 5, 2021

Who are your firm's ideal clients? What moves them, what challenges them, and what excites them? If you can answer these questions and address your clients' needs, they can—and will—tell their networks about you. Here are a few ways to encourage your clients to get talking.
The client of your dreams

September 28, 2021

The better you understand your ideal client, the more you can do to attract and retain others just like them.
Video could be your marketing's missing link

August 17, 2021

A video strategy can help your RIA firm tap into new markets and strengthen old relationships. Here are 10 tips to get you started.