Client Relations

It's not for everyone, which is why it's the advisor's job to determine whether SBLs are appropriate.

What’s best for the country? What’s fair? And will either matter when Congress takes up tax reform this fall?

It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it's coming. Advisors shouldn’t try to invest around a down market, but they should prepare their clients for the inevitable bumps.

Knowing the basics about patient safety allows the opportunity to provide practical, possibly life-saving advice at a time when it can accomplish the most.

Bridge the gap of emotionally connecting with affluent clients in order to win word-of-mouth influence.

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.

Your clients can't prepare for everything, but they do need to be prepared. Here's how to help.

Stay calm and objective, and be well read, educated and flexible.