Practicelab articles

Exit this way: How to help clients sell a business
Selling or exiting a business conversation guide
Build trust across generations with a focus on education
5 tax strategies advisors can share with clients now
How to talk to clients in times of market volatility
5 ways SECURE 2.0 may impact wealth management clients
The good, bad and ugly of adding client tax prep to your RIA practice
4 ways to rethink portfolio success
Strengthen your practice with Investment Policy Statements
A SMART approach to tax-efficient investing
4 growth trends affecting advisors and RIAs in 2026
Be wary of unintended small- and mid-cap exposure
Important considerations for 2025 year-end planning
Gaining a deeper understanding of clients’ gifting goals: Gifting conversation guide
Helping clients build a strategic gifting plan
What investors want for retirement
Is financial therapy the next big differentiator for advisors?
Allocating to private credit in a portfolio
529s move further beyond college
Helping clients optimize their charitable giving strategy
Charitable giving conversation guide
3 succession moves RIAs can’t afford to delay
AI prompt library for financial advisors
Making special needs planning a part of your practice, with Stephen Norton
Smart tax strategies for investors
Wealth planning for clients who are new parents or grandparents
For wealth planning, tax bill delivers some clarity
How to talk with clients about AI
The importance of preservation in 529 accounts
Use AI to make more human connections, with Derek Notman
How to manage market volatility before it manages you
4 ways to engage and empower women investors
New grandparents conversation guide
Building an effective AI strategy for your practice, with Aneet Deshpande
How to get the right referrals from clients and COIs, with Molly Bennard of Focus Financial
How to talk with clients about tariffs and market volatility
5 ways advisors are actually using and benefiting from AI
Deepen client relationships to become the advisor of choice
Use individual goals to personalize portfolios
Video: Using LinkedIn to find prospects and new clients
So you want to buy another advisor’s practice, with Lloyd Sprague
4 steps to creating a study group, with Good Advisors Finish First
Helping disaster victims with questions about taxes and financial matters
Think like a CEO: Goal setting for your advisor practice
Help clients choose and prepare an executor in 5 steps
How to hold prospecting seminars that turn investors into clients
The iceberg method: Ask deeper questions, get better results
When succession doesn’t go according to plan, with Legacy Financial
How to talk to your clients about retirement plan loans
Top ideas for client events and how to make them great
4 steps to reinvent your retirement playbook
Don’t let political drama sidetrack your planning
Conduct a portfolio review
The power of storytelling
4 reasons to add retirement plans to your practice (and how to get started)
Define your ideal client to segment your book of business
Making the case for college savings
5 ways to improve productivity in your business
Why you need an advisory board, and how to create one
Leadership lessons from a Navy SEAL
Four hidden risks in advisor portfolios
How to prospect for new retirement plan business
Expand your practice with retirement plans
How to help women prepare for their financial futures
How to attract ideal clients, tailor your services and grow your business
How a disciplined process helped an RIA re-imagine portfolios
How to talk to clients about politics in 5 easy steps
In an unprecedented election, 3 precedents still matter
The riches are in the niches, with Kristen Luke
6 factors to help improve manager selection
3 financial planning and tax moves to consider now
3 brand-building essentials for your business
Manage individual retirement accounts
The advisor’s guide to tax and estate planning
From clients to coffee: SOPs help you serve both better
How to create a repeatable, referral-generating onboarding process for new clients
Don’t freeze: 4 wealth planning themes for uncertain times
A 3-step tax and estate planning checkup for any client
Create a clear value proposition for your retirement plan practice
4 ways to build a brand that fits your client
Longevity planning for client retention and acquisition, with Eliot Weissberg
9 ways goals-based planning can help drive practice growth
10 traits of top advisors
Rate risk: The risks of portfolios with a singular focus
Learn to make your advisory practice bigger than yourself, with Pat Hinton
Help clients prepare for potential tax policy changes
3 retirement income ideas amid volatility and inflation
A financial advisor’s guide to planning events
5 proven client acquisition strategies
3 client acquisition strategies from an advisor and wilderness survival expert
Portfolio makeover: Using active ETFs to reduce risk, save advisors time
Advisor productivity: A key to unlock business growth
Build a multigenerational growth strategy
Business planning essentials for financial advisors
Lights. Camera. Plan! Finding your role in estate planning
How to help HNW investors create a values-based charitable giving plan
3 reasons to rethink global equity
Help your clients understand the importance of long-term investing
The case for model portfolios (and how to start using them in your practice)
4 surprising risks in client portfolios
Easy and engaging email marketing for financial advisors
5 ways to attract HNW clients holding concentrated stock
How to have better client conversations (even in uncertain times)
Deepen your practice with a focus on divorce planning
Bridge the Generation Gap: How to have a family wealth briefing
Create a center-of-influence strategy that works for you
4 key Medicare questions and how to answer them
How to talk to clients about a debt ceiling showdown
Retirement planning with clients in 4 simple steps
Effective team structures for financial advisors
4 ways advisors can attract and keep multigenerational clients
My client is caring for elderly parents
My client is a new parent
My client is getting married (or married again)
My client is getting divorced
My client received an inheritance
How to harvest taxes in pursuit of portfolio efficiency
The bucket approach to retirement income
Drive team performance through employee engagement
8 ways advisors can improve their social media marketing
6 questions investors have about Social Security (and how to answer them)
Cash on the sidelines? A conversation guide for deploying cash for long-term investing.
Succession planning for financial advisors: A six-step roadmap
Get started or get strategic: Content marketing for financial advisors
Website makeover: 5 improvements to help boost leads
Boost your online leads: An SEO checklist for financial advisors
5 digital marketing strategies for financial advisors
Elite Engagement: Proven strategies to help elevate your practice
Expand your practice with 529 education savings plans
How advisors are driving growth with model portfolios
Conduct a portfolio review
Wealth planning for life events at every stage

Practicelab podcasts

Empowering women through gray divorce and beyond, with Lynne Knox
Using client psychographics to fuel organic growth, with Mary Beth Storjohann
Discovering what works in digital marketing, with James Comblo
Future-proofing a practice with a strong team and “over service,” with Ben Wong
Planning for succession in a way that creates wins for the team, with Ben Wong
Helping clients select an executor
Connecting the retirement business to wealth management, with Jonathan Freeman and Brian McCarver
Winning Main Street clients by mastering the employee handbook, with Rhonda and Scott Ferguson
“Force multipliers” as the catalyst for growth, with Jonathan Freeman and Brian McCarver
Using behavioral finance to help clients live their best lives, with Jay Wheeler
A succession plan for success, with Kyle Weber and Nick John
Forget pink. Building a practice that serves women better, with Heather Ettinger
Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff
Building a retirement plan business, with Greg Mendoza
Multigenerational planning and powerful next-gen marketing, with Karen DeRose
The benefits of having a niche and an advisory board, with Ray Evans
Better practice management and productivity, with Ray Evans
Putting wellness at the center of financial planning
Building a multibillion-dollar practice through mentoring, with Jeff Dobyns
How a retainer fee model helps drive growth and “phantom referrals,” with Abby Spaulding
Marketing to women as a key to success, with Elisabeth Cullington and Janet Acheatel