Client Relations

Understanding what triggers the defense mechanism is the first step to better work with clients who can't give up control.  

Amid social media and SEO, a remarkable blog can help a financial advisor establish him or herself as a thought leader.

Strengthening relationships and meeting affluent prospects through these recreational activities requires homework and creativity.

Stock tips to go with that coffee? | Copyright Christopher Furlong, Getty Images It seems that if you want the best-performing portfolio, along with a croissant, head to France. According to analysis performed by Natixis Global Asset Manag...

Looking out for No. 1 | Copyright Andrew Burton, Getty Images BlackRock is not only the largest asset manager in the world based on assets under management, but it is also the asset management company that most financial professionals want...

Creating the client experience through frontstage/backstage processes

Here's how you can use the client data that you already have to craft compelling messages for your clients during periods of heightened volatility.

How do we apply the framework of leadership, relationship and creativity to an estate-planning firm?