Client Relations

Are your client relations set up to build strategies to improve the management of client portfolios? Latest news and information for Wealth Managers.

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Why Financial Planners Have a Fiduciary Duty to Be Well Educated in Cryptocurrency

Nov 29, 2021

Cryptocurrencies are here to stay. It's well past time advisors started learning about them.

How to Ensure You're Segmenting Properly

Nov 29, 2021

Segmenting your clients is an absolute necessity if you want to grow, but doing so without a plan for scale will stagnate your business quickly.

Ten Ideas for Crushing the Holiday Season

Nov 24, 2021

Tips and ideas for how to best interact with clients over the holidays.

The Best Holiday Greetings for Clients in 2021

Nov 23, 2021

Sending clients a personal message that acknowledges the reality of the past year shows them you get it.

Your New Sales Associate: Silence

Nov 18, 2021

Pauses in conversation give prospects space to share, communicate interest and exude confidence.

The WealthStack Podcast: Articulating and Demonstrating Your True 'Alpha' with Jamie Hopkins

Nov 18, 2021

Dive into different ways to communicate your value with prospects and demonstrate what makes you different from other advisors.

Seven Things the NBA Can Teach Us About Investing

Nov 16, 2021

Building a championship roster is a lot like maintaining a successful portfolio.

Six Retirement Planning Lessons From Netflix's 'Squid Game'

Nov 15, 2021

How to make sure your clients avoid playing games with their retirement funds.

Wealthies Circle Podcast: The Virtual Connection with Shannon Spotswood

Nov 11, 2021

Shannon Spotswood, president of RFG Advisory, discusses how technology changed the way advisors interact with clients and the future of advisory platforms.

Connecting With Clients Through Faith-Based Investing

Nov 08, 2021

Faith is an important part of many clients' lives; coming to the table prepared can help advisors deliver high-quality service and enhance the relationship.

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