Scores of articles have been published on women financial planning clients in recent years, aimed at improving the state of advisor-female client relationships. And yet, problems remain, the latest research shows. Thus, we offer a much needed...

Hillary and wealth managers have an urgent need to engage with new constituents by answering basic questions about who they are and how they can help.

“People don't buy what you do; they buy why you do it. And what you do simply proves what you believe.” - Simon Sinek, Start With Why.

There is a pretty startling disconnect in the advisor/client relationship; 29 percent of the affluent claim a social relationship with their advisor, while 74 percent of advisors claim a social relationship with their clients.