In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more likely to foster lasting relationships ...

The owner of the company where I used to work is trying to stop me from selling my book of business. He's emailed everyone in my former office telling them not to talk to me. That's strange because ...

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 ...

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 ...

Jay Hummel, host of "The Deep Dive" on Investopedia, is on a mission to help the advisory profession become more valuable for clients and better position itself for the future. His twice-monthly ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

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 ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...

Advisor productivity—the revenue that a team produces for every lead advisor—is the most important concept that advisors need to remember as they strive to deliver more to their clients in an ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

At my university and in the higher ed media, I frequently hear talk of students being “customers” and, by implication, needing to be thought of and treated as such. While I don’t see a need to butt ...