In January, like many agencies, we were sitting on top of what we anticipated to be a very big year. We had enlisted the help of a very impactful advisor, and we were making adjustments to staff and ...

Discover nine powerful client event ideas designed to expand your financial advisory practice by attracting new prospects and ...

With financial information now readily available online, it's easy for people to invest without the middleman (or -woman). As an advisor, you will get hired only if clients like you, trust you and ...

Even in this digital age, study after study shows there’s no replacement for face-to-face interaction with your clients. But client meetings can be a colossal drain of your time — and your client’s ...

We all know that the happiest relationships exist when two parties have a great deal in common. Shared goals, approaches, philosophies and sense of humor all lead to positive relationships, and this ...

Forbes contributors publish independent expert analyses and insights. I write about the creation and management of exceptional wealth. The super-rich (net worth = $500 million or more) and their ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

You will typically have three essential types of conversations with your clients: the discovery conversation; the educational conversation; and the emotional conversation. Handling these discussions ...

Most of the time, an entrepreneur’s efforts are focused on finding clients -- but then there’s that one client who warrants being let go. You know the signs: Every time you interact with him or her, ...

Opinions expressed by Entrepreneur contributors are their own. We all know that the happiest relationships exist when two parties have a great deal in common. Shared goals, approaches, philosophies ...