Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Stop chasing clients. Attract them by becoming highly sought after. Key strategies include building a "lighthouse" with valuable content to create a waitlist, exuding confidence to attract, reversing ...

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 ...

Navigating the world of professional services requires not only expertise in your field but also the ability to discern the intentions of potential clients. Assertiveness is an invaluable skill in ...

I spend a few hours every week supervising new therapists working on their Master's degrees. Challenges around giving clients advice have continually emerged in supervision over the last few years.

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...