Client Relations

What does the future of Social Security and Medicare look like for your clients under the new Biden administration and a Democratic Congress?

There's a difference between the things that are important in your life and your life’s work.

Advising clients and bridging divides in a time of turmoil.

Just because a client wants to live somewhere doesn’t mean they really should.

With last week's violence at the Capitol and this week's presidential inauguration weighing on Americans' minds, advisors must consider if and how politics should arise in conversations with investors.

In his speech the day before he was assassinated, Dr. Martin Luther King Jr. outlined a clear, powerful and peaceful pathway for everyday people to use their financial resources to invest in social justice.

Some advisors insist they generate only low-quality leads from Facebook. That need not be the case.

Buyers and sellers both should take an active role in identifying and mitigating client retention risks.

After a year like 2020 that’s presented so many unexpected challenges, end-of-life planning is top of mind for many.

Waiting for December to get serious about planning is stupid and dangerous.