Client Relations

Advisor with the Drosner Phillips Group at Robert W. Baird & Co. 

Let him. | Copyright Mario Tama, Getty Images It's an old-wives tale at this point: When the markets are bad, buy gold. Not so fast, according to data analytics platform Kensho. The firm looked at the past few market drops and how the prec...

Dwayne “The Rock” Johnson’s Spencer Strassmore makes some difficult calls to close out the first season of HBO’s Ballers. (Warning, spoilers ahead.) ...

Putting financial returns ahead of client needs is not only wrong, it is just bad business

Who me? | Copyright Bryan Thomas, Getty Images According to FoxNews.com, a New Jersey woman used her obituary to make a final political statement to prospective mourners—don’t vote for Hillary Clinton. Elaine Fydrych succumbed after a long...

Where the next generation first receives their financial advice, is likely to be where they’ll get it in the future.

Be your own bank...

Consider using the coming weeks and months to put your clients through a tax-day post mortem.

As with any relationship, evaluate your insourced solutions on an ongoing basis — every 6–12 months.