It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). In Episode 36 of The Stephen and Kevin Show, we explore 10 signs that your clients may be seeing someone else. ...
In the mid-1990s, one of my clients divorced their spouse, who was not my client. I did an adequate job helping him, but I could have done better. Shortly after the settlement had been signed, I read about a course that specifically helped CFPs...
DETROIT — “I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?&rdquo...
Doubt they'll be as popular.
The CFP Board debuted its Center for Financial Planning late last year with the goal of furthering the development of the advisory profession. The Center’s latest effort is a series of books, to be published by Joh...
The financial services industry doesn’t know much about women, according to new research from United Capital.
Called “What You’re Really Thinking: Understanding The Financial Lives Of Women,” the report refutes three assumptions about how the ...
For decades, you’ve been advising your client to legally hold some of their assets in an offshore account, and suddenly, someone leaks a treasure trove of “secret” information about legal and illegal tax shelters, not unlike the...
C-suite investors are interested in working with advisors to engage in complex planning and investing, but they expect more give-and-take than the average client.
A recent study by Spectrem Group surveyed 629 senior corporate executives (SCEs)...
