How well do you manage the client management process?It's a question I often ask clients I work with. While most firms pay attention to various aspects of the process, many firms fail to understand ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs. Voya Financial Inc. is targeting retirement plan advisers with a ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...