In Buy the Book, advisors discuss their experiences acquiring a book of business, from practice valuation to client retention. Shea Sanche, a 49-year-old certified financial planner and founder of ...

He was hired by Earl Kaplin and Jeremy Hampson, senior financial planners and partners with Kaplin Hampson Associates at CI ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

Some of the best advice that financial advisors give clients—and colleagues—is to read a book. Advisors have long recommended titles that can broaden perspective and help drive success of both the ...