At its core, advanced planning is all about deploying a range of expertise to address clients’ financial needs beyond investment management. Done well, it can help build trusted, long-term relationships that may lead to additional assets under management and introductions to qualified prospective clients. For many investors, there’s a gap in these services.

Are you ready to move upmarket, attract wealthy clients, and substantially increase your assets under management? Now’s the time to take action.

When it comes to growing your assets under management (AUM), why not start with your existing clients? We’ve got some tips to help you take action.

Looking to grow your client base? Don’t dismiss the power of referrals.

When it comes to their money, today’s investors have a lot of choice: Free online tools, DIY spreadsheets, robo/digital advisors, fee-based versus commission-based advisors – the list goes on. To get (and keep) their business, it’s critical to stand out from the crowd. Here are five ways you can differentiate yourself to help drive business and grow your practice.