Do you know and appreciate your value? Do you spend your time where it pays you best? Do you know what your client or prospect is worth? Years ago I was doing business with a southern bank. They ...

I want to ask you a question. How well do you know your clients? Why do I ask? Because I’ve discovered that intimate knowledge of a client’s situation is a key distinguisher between wealth managers ...

As an RIA or hybrid advisor, you likely know plenty about your clients. Still, you're probably overestimating how familiar you are with how they view risk. That's because many of you likely rely on ...

Have you ever considered your client’s feelings about money? In the same way that people may have different opinions of movies or music, everyone reacts differently to the money they have (and the ...

Lee Caraher, CEO of national PR agency Double Forte, is the author of two books on creating positive, effective teams. When I started my firm, I only hired people with 10 years of experience who had ...

Context: Markets have experienced volatility recently, and clients are concerned about their portfolios. I need to communicat ...

Niche wealth management practices allow financial advisors to differentiate themselves in the industry. They're also opportunities for advisors who have had careers before wealth management to use ...