Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Forbes contributors publish independent expert analyses and insights. I empower advisors who want to help donors give in tax-smart ways. It’s the idea that humans find fulfillment and happiness when ...

Last week, I discussed how to structure the first client meeting and how it can be tailored to suite your target market. You might realise I have spent a lot of time on the first meeting. It is the ...

If you are a consultant looking to build a great team, I recommend you take a close look at your clients. Sitting across the table from you at your next client meeting could be the person you need to ...

When it comes to delivering on the client experience, Tom West said it should be "an elevated experience." As senior partner at Virgina-based Signature Estate & Investment Advisors and the head of an ...

In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...

Group insurance renewals can be hectic, especially during the fourth quarter. Once open enrollment meetings have been completed, approvals have been received, and outstanding items have been resolved, ...

From left, Stephen Chien, vice president at LPL Financial; Michael Brady, president of Generosity Wealth Management; Larry Sprung, founder and wealth advisor at Mitlin Financial; and Rob Burgess, ...