If your business is looking to branch out into a new industry, it can be a challenge when the potential client or the industry as a whole has a complex business model, product or service you may not ...

As a financial advisor, it's essential to tailor your clients' portfolios to their goals and comfort level with risk. Not doing so could lead to unnecessary stress, anxiety, and potentially ...

Perhaps surprisingly, it’s rare in my line of work that the subject of firing a client comes up too often. In the real estate business, most leads or property owners tend to be highly valuable, ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

Working with successful people in general, and family business owners in particular, often means working with highly controlling clients. It comes with the territory. High achievement often ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

You’re likely familiar with Maslow’s hierarchy of needs, the famous and oft-quoted (and misquoted) psychological model that shows how human motivations evolve, starting with the physiological (air, ...

Financial advisors have long struggled with a familiar problem: how to explain complex retirement rules in ways clients can actually understand. A new working paper suggests that pairing clear visual ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

With retirement planning becoming more and more important to individuals looking to prioritize well-being over work, firms and advisors must innovate the solutions they offer. TJ Arcuri, of SageView ...