The Broker's Hub

Forex

Valuing an Advisory Practice: Fundamentals to Consider

Market Expert Dec 13, 2025

How can you measure the ROI of your potential acquisition? Review key determinants used in valuing an advisory practice and learn why some valuation models may provide better insights when factoring in client attrition or market adjustments.

Forex

What’s the Right Website Platform for Financial Advisors?

Market Expert Dec 13, 2025

When choosing a website provider, do you know what services you should look for? Discover how an advisor-focused platform can deliver the personalized content, strategic design, and seamless compliance integration you need.

Forex

How to Make Your Firm a Best Place to Work for Women Advisors

Market Expert Dec 13, 2025

With women poised to control more wealth than ever in the coming years, is your firm set up to support and retain women advisors? Learn key steps you can take to create a more inclusive culture at your firm.

Forex

Preserving Client Assets: How to Navigate Irrevocable Medicaid Trusts

Market Expert Dec 13, 2025

Irrevocable Medicaid trusts can protect assets from spend-down provisions when long-term care is needed. Ask these questions to help clients decide if this strategy is right for them.

Forex

The Joys (and Issues) of Working with Family in Your Advisory Firm

Market Expert Dec 13, 2025

Discover the dynamics, opportunities, and challenges of working with family members in independent financial advisory firms, along with strategies to work together effectively.

Helping Your Clients Plan for the Sunset of the TCJA

Forex

Essential Strategies for Winning High-Net-Worth Clients

Market Expert Dec 13, 2025

How do you go about securing high-net-worth clients? How much wealth they hold influences what they value from an advisor, so you'll need strategies to win this valuable demographic.

Forex

6 Social Media Best Practices for Financial Advisors

Market Expert Dec 13, 2025

Does your financial advisory firm's social media content need an upgrade? These social media best practices can help enhance your online presence and attract the right kind of attention.

3 Strategies for Reducing Risk in Portfolios

Forex

How to Choose the Best Firm Partner for Your Advisory Business

Market Expert Dec 13, 2025

Choosing the best firm partner for your advisory business means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit. Here's how.

Navigating the Regulatory Landscape for Investment Advisers

Forex

Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

Market Expert Dec 13, 2025

Traditional 401(k) workplace retirement plans can provide a natural segue to new wealth management clients. Learn more about the convergence of wealth and retirement and how you can use it to open doors to providing a broader scope of financial solutions.

Forex

From Instinct to Insight: Helping Clients Overcome Behavioral Biases

Market Expert Dec 13, 2025

How can you empower clients to make better financial decisions? Read this article for tips on helping them overcome behavioral biases that cloud their judgment.

Forex

Financial Advisor Branding: Simple Steps to Level Up and Stand Out

Market Expert Dec 13, 2025

How do you build a brand that resonates? Explore this article for financial advisor branding tips that can help attract your ideal clients and grow your firm.

Year-End Financial Planning: 10 Topics to Discuss with Clients

Forex

Developing Information Security Awareness at Your Advisory Firm

Market Expert Dec 13, 2025

Have you established an effective security awareness program at your firm? To get started, use these helpful guidelines to safeguard your firm's information and educate staff members on common scams.

Forex

Discussing Strategies for Maximizing Retirement Income

Market Expert Dec 13, 2025

Retirement discussions with clients should not only cover saving and envisioning life after work but also the risk of outliving their savings. Discover how to prepare them for a secure retirement with these tailored strategies and resources.

Forex

Scaling for Enterprise Growth with Client Segmentation

Market Expert Dec 13, 2025

Does it feel like you and your staff are at capacity? Segmenting clients and mapping out services to deliver to each tier can help you redirect your energy toward the right people and activities—and create enterprise growth.