Client Relations

Advisors need to assume an evolving role based on the changing needs of ultra-wealthy clients.

Hosting events to get your clients together will only strengthen and deepen their connection with you.

A 38-year-old client gets stuck with a junior advisor seemingly reading off a script—and considers a change.

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them contented.

Median 401(k) account values are down since 2007, U.S. stocks are facing a bad decade and what advisors can learn from Costco.

Whether your clients are in good health or recently deceased, here’s how to prevent them and their families from getting gouged by unscrupulous funeral homes.

Independence means something different to each of your clients. By getting to know them and understanding their intentions, advisors will be in the best position to provide financial and life guidance that’s in line with their specific goals.

How to cut taxes when moving funds from one generation to another.

How decades of groupthink may be the bottleneck for gender, ethnic and age diversity in wealth management.