Client Relations

Adopting an advice-centric engagement model places the decision-making authority squarely in the hands of those with the most vested interest—the clients themselves.

Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.

Financial professionals must sell too. They’re just selling services instead of products.

Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.

Ohio is leading the way in attempting to properly arm advisors for a fight that’s already underway, whether they realize it or not.

Experts say unconventional routes to homeownership exist for those that have the right setup and an openness to creativity.

At this stage of clients’ lives, addressing fears is just as important as their goals.