Good portfolio management is still the biggest reason clients stick with their financial advisor, even among the wealthiest investors.
In a survey of 3,025 global investors with an average of $2.9 million in assets, 17 percent of wealthy investo...
Your physical appearance, good or bad, is a part of your branding in the minds of clients, prospects and centers-of-influence, especially for new advisors. Ideally, you’d like to be perceived as successful, professional, and trustworthy ...
Boca Raton – “Do you think what I wear to the office is important?” asked Fred, a new advisor we met at a workshop. He went on to say, “I recently changed firms and the culture here is different. The advisors I...
Along with family and friends, faith is an essential cornerstone for many. Yet as advisors, we often leave faith out of our conversations with clients, and even consciously avoid it...
