Client Relations

Rethinking Robo advisors

Robos are for everyone. | pxel66/iStock/Thinkstock A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools.  While wealthy m...

Clients will be in a far better position if they’ve saved for their child’s college education. Here’s why. 

The inflation rate experienced by seniors is higher than that of the overall economy. The culprit is health care. 

As long as it takes, if the client is worth it. But expect the crucial part of the process will always be the final meeting

If you haven’t yet experimented with LinkedIn Publisher, there’s no better time than now. But if you want serious impact, you’ll need to develop a routine.

Succeeding with NextGen clients requires advisors to understand the attitudes and behaviors of Gen X/Y and where they need help.

CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.

David Lyon wanted to build a “concierge approach” to working with clients, launching Oranj just as reps started to scramble for online tools in 2013. We asked Lyon how to stay one step ahead of automated investment sites by...