Breaking up is hard to do. And it's even harder for financial advisors who feel the need to cut ties with an active client. As any advisor will quickly admit, it’s not easy landing a new client. Most ...

New survey data show acquiring new clients is the top growth priority for firms, but many still manage high-ROI referral ...

Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...

Albert Einstein once said: "We cannot solve our problems with the same thinking we used when we created them." As I discussed last month, the better we are at defining the real problems faced by our ...

The last mile, the step between content existing and a client actually receiving it, has never been engineered.

Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...

If you're on the fence and unsure of whether investing in a client-centric culture is a good move, it may help to understand why a cultural change may be the best thing you do for your firm in 2023.