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 ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

Family feuds, divorce and stress management aren't often the first things that come to mind when discussing financial advising. But as clients' lives become more complicated, advisors are finding ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Estate planning goes well beyond wills and trusts. It’s about creating a proactive plan that preserves your client’s wealth, minimizes tax impact, and supports their long-term financial goals. What do ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

As annuity sales continue to climb across the industry, new research suggests financial professionals are finding an added benefit in the products beyond income guarantees and downside protection: ...

What Is Comprehensive Financial Planning? Comprehensive financial planning is a holistic approach to managing personal finances, covering various aspects of an individual's financial life. It involves ...