Client Relations

Here’s a story from Walt Eldredge, 72, of Baton Rouge, a semi-retired trainer for a major oil company.

Mediation can be an effective way to reach agreements.

While the natural impulse is to explain death in hopes of lessening pain, this is often unhelpful to clients or even alienates them.

Financial planning will continue to be an advisor-led process but Aite Group says firms are missing out on an opportunity to target other client segments.

Their optimism may be their demise.

A number of factors are holding people in place.

In some cases, maybe you should be.

A NerdWallet study revealed that 44 percent of clients who were charged fees made changes to their account.

Dammit Jim, I'm a financial advisor, not a doctor!

These restrictions can pose significant administrative problems for fiduciaries.