People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. And it's a wise advisor who finds gifts that will create new memories with their clients, fostering a strong relationship and...
Feeling overwhelmed? Many business consultants or coaches will tell you to fire your least profitable clients. But client segmentation is more than that. Here’s how one RIA did it.
Chicago: “I’m going to be very direct with you, I’m cheap.” Allen stated to me in a tone of both challenge and pride, before he posed his question, “Do you have any suggestions for holiday gifts on the...
Almost every advisor can say they have good products and services; those are the basics. But what clients are really looking for is a relationship—someone who understands their life, said Amy Florian, CEO of Corgenius. Florian told advisors th...