Client Relations

Think clients care about your investing chops, or that they love to meet you at your office? Here, two industry consultants take the hammer of truth to ten persistent financial fairy tales.

Dozens of fee-for-service advisors are waiving fees for furloughed federal workers.

Six steps to creating a strong client partnership that gets them talking about you—in a good way.

Tips to raise the bar on your communications with grieving clients.

Clients' kids want to meet with their parents' financial advisor, yet only 3 percent do so regularly, according to a recent Wells Fargo Private Bank survey. Whose fault is that?

Finding himself in thousands of dollars of debt, this financial advisor finally started taking his own advice.

Many firms are de-emphasizing soft skills in favor of tech skills, but technical prowess alone can never replace the personal touch of a great advisor.

To learn what everyday clients really think about their advisors, and what advisors can learn from them.