Do you know and appreciate your value? Do you spend your time where it pays you best? Do you know what your client or prospect is worth? Years ago I was doing business with a southern bank. They ...

I want to ask you a question. How well do you know your clients? Why do I ask? Because I’ve discovered that intimate knowledge of a client’s situation is a key distinguisher between wealth managers ...

As an RIA or hybrid advisor, you likely know plenty about your clients. Still, you're probably overestimating how familiar you are with how they view risk. That's because many of you likely rely on ...

Want your clients to feel you are paying attention? Want to get the message across “Your goals are my goals?” Conduct reviews. These serve as scorecards or report cards. You know about year-end ...

Have you ever considered your client’s feelings about money? In the same way that people may have different opinions of movies or music, everyone reacts differently to the money they have (and the ...

Global regulatory frameworks stress the importance of incorporating clients’ financial knowledge and investing experience into the advice process, yet research exploring the complex interplay between ...

Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

Difficult conversations about performance should not be the norm for any business, but sometimes they are unavoidable. Here’s how to navigate them successfully. Tackling difficult conversations with ...

No matter how well-crafted a client’s financial plan may be, there are some things that can’t be controlled—most notably, returns. This lack of control around returns may be troubling, given how ...