Displaying 209 results
Four pillars of inspiration for stronger client relationships
The proven process of the adviser-client relationship provides a great blueprint to help firms optimize their work
How to draw the line when clients challenge your approach
In your discussion, validate the forces driving the client's discomfort, confirm that you hear what they're saying and explain why the current strategy remains best suited for them
Richest investors balking at fees
Capgemini survey shows a third of wealthy clients worldwide are uncomfortable with costs
Revamping portfolios with risk-smart, tax-smart building blocks
Investors are painfully aware their retirement plans need a do-over. Here's the best approach
The rise of teleadvising
The businesses thriving during this pandemic are those that have the most digitally native interaction with their clients
Podcasts and prospecting
Podcasts may not generate as many leads as radio shows, but they're still a valuable tool.
Increase client satisfaction through planning
New research shows a divide between the services financial advisers are providing and what clients value
Client satisfaction topping the charts: Cerulli
Clients not only like the advice they're getting, but they also don't mind the fees they're paying
Advisers shouldn’t be afraid to outsource portfolio management
WisdomTree research shows that clients are much more comfortable with the practice if it’s presented to them in the right way
Positioning yourself post-pandemic
3 client questions every adviser should anticipate as firms emerge from the shutdown
Financial challenges facing the special needs community during COVID-19
Advisers can help this group and their caregivers deal with questions raised by the pandemic and the CARES Act
Women taking bigger role in family finances, despite men: Report
Nearly a third of women said they had primary responsibility for household saving and investing decisions, but only 5% of men agreed
Navigating unexpected change
Here are three questions that can help guide us as we move forward on this new path
How to profitably serve mass affluent clients
It takes efficient systems, technology and people to make this approach work
6 ways to build client relationships during crises
Everyone feels vulnerable during the panic, so here are some ways to help your clients cope
Financial planners will find an open lane when focusing on client values
Older advisers in particular are missing the mark when it comes to the softer side of client relations
Help clients overcome these 3 common emotional biases
Amid market volatility, it's important to remind them to keep their long-term goals in focus when making short-term decisions
Marital lockdown: Divorce, finances and COVID-19
Proper financial planning is vital during divorce
Do you care about the mass affluent?
Retirees with modest savings need financial advice, too
Tuning in to tele-advice
The trend toward remote communication gives savvy advisers the opportunity to improve their service and effectiveness -- and their scale
