Client Relations

If you are not convincing your clients it is you and your advice that is most important to them, you are making a big mistake.

Is this the face of a fraudster? The Securities and Exchange Commission’s arguments for bringing its recent case against Patriarch Partners and its founder and CEO, Lynn Tilton, are weak and specious, according to an op-ed published by a ...

Scores of articles have been published on women financial planning clients in recent years, aimed at improving the state of advisor-female client relationships. And yet, problems remain, the latest research shows. Thus, we offer a much needed...

“People don't buy what you do; they buy why you do it. And what you do simply proves what you believe.” - Simon Sinek, Start With Why.

There is a pretty startling disconnect in the advisor/client relationship; 29 percent of the affluent claim a social relationship with their advisor, while 74 percent of advisors claim a social relationship with their clients.

Like mother, like daughter. | Copyright Adam Berry, Getty Images This weekend millions of Americans will pause to thank their mothers for all they do for them. And for about a third of Millennials, that includes thanking Mom for being the ...

The junior financial advisor of every team should be commissioned to connect with the next generation of affluent clients.

Rematch? | Copyright Harry How, Getty Images ETFs sold through retail channels in the first quarter outpaced mutual funds for the first time in four years. ETF assets being sold through independent b/ds, wirehouses, RIAs and discount broke...

About half of wealthy families feel giving their children too large an inheritance could prove detrimental, according to a new report from Merrill Lynch Wealth Management. Most of the 200 high-net-worth investors surveyed believe $63 million was ...