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 ...

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 ...

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 ...

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 ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Client retention has long been one of the most enduring and expensive problems facing the fitness industry. Estimates indicate that gyms and personal trainers are losing roughly 30% to 50% of their ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

Strategy is no longer enough. Supervisors want evidence. Clients expect systems that simply work. And the $90.5 trillion in global HNWI wealth sitting on the table makes the cost of inaction very real ...