The most basic skill needed by advisors is not proficiency in portfolio construction but the ability to listen to clients and communicate effectively. Too often, in attempting to impress clients with ...

If you’ve been paying attention to the news lately, you’ve probably heard the word “recession” being thrown around. Inflation is at a 40-year high and is affecting everything from the cost of ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

This fifth of the seven habits of highly effective people, as laid out in Stephen Covey’s bestselling book, is crucial for financial advisors who aspire to communicate effectively with clients and to ...

Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not ...

With the arrival of autumn, CPAs are starting to realize that the leaves aren't the only things changing this year — consumer behavior has clearly shifted. Processing Content The last few years we ...

Back in the 1970s, I was introduced to the phrase “client maintenance,” when the consulting engineering firm I worked for was revisiting how the company remained in contact with past clients. At the ...

Maybe the ideas in the book Men Are from Mars, Women Are From Venus might also apply to the difference in communicating effectively with female vs. male clients. The male-dominated financial services ...

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 ...

These are new times. As we experience a storm of new bookings, we are experiencing a kind of blind optimism accompanied by unsettled questions regarding travel freedoms and necessary precautions. It ...

My website encourages prospective clients to email me a brief description of their situation. I ask that they email rather than phone me to avoid my tendency to spend too much time with a prospective ...