In the strongest client relationships, an outsider can't tell who's the client and who's the service provider because they're both focused on solving the problem.

How Taylor Kovar, financial advisor and founder of 11 Financial, breaks the ice in the first meeting with a client to build ...

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

The executives carrying the most valuable intangible capital in the market today are often the ones who articulate it least ...

Many wealth managers buy holiday gifts for their clients, but experts say choosing an appropriate present is tricky. As the holidays approach, many financial advisors are shopping for presents — not ...

There is no “right” length of time to be in therapy. But for most people, there will come a time when therapy no longer feels necessary or progress has stalled. In most cases, the client will choose ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...