Advice to help financial advisors cover all the bond basics with clients Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of ...

Fact checked by Vikki Velasquez Key Takeaways Personal, authentic, and consistent emails are more likely to engage clients ...

Client events are designed to generate referrals and deepen relationships, and remain one of the largest drivers of organic ...

Taylor Kovar is a financial advisor and the founder of 11 Financial. Here’s how he talks to clients about navigating life’s milestones.

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

Julius Caeser is credited with coining the phrase, “Experience is the best teacher.” In law, experience teaches us many things. In the legal ethics arena, experience teaches us to see red flags about ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...

Wealth advisers know that clients with high net worth typically look to them for guidance on charitable giving. That’s why these professionals often start conversations about philanthropy — especially ...

In my opinion, it would be difficult to find a business leader who doesn’t at least give lip service to focus on the customer. In reality, their operational frameworks might be bursting with systems ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...