Client Relations

Since hanging a shingle of his own, fee-only financial planner Michael Solari adopted virtual conferencing as a way to connect with clients and prospects across the country. Yet he’s not convinced the technology is better than a face-to-face...

A financial advisor kept Smash from losing his shirt on some real estate deals gone bad in the financial crisis. It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money. GoBan...

As current clients age and retire, it seems obvious that more than half of financial advisors plan to target younger investors on track to reach high-net-worth status over the next five years. But who are these millionaires of tomorrow? A recent ...

Demographics provide several helpful cues for getting started. Advisors can build upon that information to understand each client on a deep, individual level.

Creating a lasting and impressive digital experience for investors means more than showing up in search results with a shiny new website

The plan revolved around two simple daytime activities that would be executed twice a week during work hours

Unlike gradually amassed wealth, sudden wealth recipients often find themselves with assets that surpass their resources and knowhow to manage them.

Using Facebook is ideal for financial advisors who are interested in deepening relationships with their clients, COIs, and prospects

Establish a game plan and have the patience and perseverance to take the necessary steps with your clients to achieve it.