Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Developing a streamlined client portfolio is a multi-step process but also one well worth pursuing for advisors seeking to expand their practice. By identifying your ideal client, thinking outside the ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

As an agency owner, one of my most significant challenges has been onboarding clients who are a great culture fit for my business. I’ve gone through so much trial ...

Starting new client relationships can be stressful. You know very little about their business (since you just started working together), so it’s harder to apply your marketing knowledge. On the other ...

My experience has shown me that advisers who target a specific niche of clients receive more referrals, are able to provide better service and can charge higher fees. In my early days as a financial ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...