It’s financial advisors’ job to know their clients well—and that uniquely positions them to connect clients to organizations, events, and other clients that align with their interests. This practice ...

Wealth advisors to the ultra rich say referrals and word of mouth still beat AI for landing new clients — at least for now. While market data firms pitch artificial intelligence as the key to finding ...

Zach Haroutunian was a student in Boston in 2014 when he began frequenting Saks Fifth Avenue for Balenciaga sneakers, Dolce & Gabbana bags and other designer clothes. He became a client of one of the ...

A while back, I was shadowing an agent during a listing appointment and saw him lose the listing before he even sat down. I was there to observe, not to lead, and sometimes watching teaches you more ...

Forbes contributors publish independent expert analyses and insights. Dr. Lance B. Eliot is a world-renowned AI scientist and consultant. In today’s column, I examine the tectonic shift from ...

Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

No advisor wants market volatility, but every advisor knows it’s inevitable. Because of this, it’s paramount for advisors to be prepared to help their clients successfully navigate challenging market ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

A major merger with billion-dollar firm Marcum toward the end of 2024 put CBIZ firmly at the top of the list of new Securities & Exchange Commission audit clients for the first quarter of 2025. Two ...