Client Relations

Tailoring the document to the client

Needs salt. | Copyright Harry Kerr, Getty Images It can be reassuring when an investment manager has skin in the game—putting their own money into the fund they’re managing. Likewise, it is disconcerting to discover they pulled their money...

By slowing down and looking inward, a financial advisor who’s having difficulty with a client might better understand what’s really happening.

Sales reps should always be working towards the close, steamroll objections, and nothing matters but the bottom-line.

More than just a soap opera. Empire may be the most blatant example, but there is a lot that can be learned about wealth management -- good and bad -- from watching television. From Downton Abbey and Game of Thrones to Grey's Anatomy, the ...

A majority of global billionaires have made their wealth in the past 20 years.

In recent weeks, hedge fund mangers have taken a beating—not to their portfolios, but to their public image. CNBC reports that both President Obama and presidential candidate Hillary Clinton criticized hedge fund managers for paying relativel...

Oh, the Places They'll Go ... | Copyright Drew Angerer, Getty Images As the class of 2015 gets ready to put on their caps and gowns, these young, new graduates should think about becoming financial advisors, argues Ken Kamen, president of ...

Tracking your marketing habits can boost your activity by 20 percent. Here’s a 30-day plan for doing so. 

Affluent investors are texting--but not with their financial advisor. Here's why you should text, and how to do it properly.