Client Relations

These verbiage mistakes can kill your positioning, make you seem pushy or showcase a sales-first mentality.

White, middle-aged men make up the largest demographic of suicides in the United States.

Is sustainable investing the path forward?

But this is not the end of the world as we know it.

Financial advisors can't expect to provide holistic advice for their clients if they ignore insurance planning.

Less than one in 10 individuals thinks it is 'very likely' they will need long-term health care in retirement. Advisors beg to differ.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked with Pam Silverthorn, owner of Inspire Wins LLC, a proposal development consultancy based near Houston.

Emotionally connected, loyal clients are ideal clients.

Firms that put a strong emphasis on updating tech tools and providing an integrated experience will be able to recruit and retain the best advisors.

Any change in the fiscal climate from this being an election year should not distract you or your clients from long-term financial planning goals.