Perhaps surprisingly, it’s rare in my line of work that the subject of firing a client comes up too often. In the real estate business, most leads or property owners tend to be highly valuable, ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

Financial advisors have long struggled with a familiar problem: how to explain complex retirement rules in ways clients can actually understand. A new working paper suggests that pairing clear visual ...

Key Takeaways Advisors have the added challenge of evaluating whether private investments fit client needs.It is important to ...

In the rapidly evolving digital landscape, cybersecurity and artificial intelligence (AI) are two pivotal areas influencing the future of business operations. Companies must not only keep up with ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

The most basic human drive is to avoid pain and seek pleasure. It is at our core and determines most of our behaviors. Processing Content Most people do not understand why they make the decisions they ...

Recently I was having a conversation with a long-term friend. He knows that I am a healthy eater and that I eat little red meat, which is precisely why he brought up the subject. Looking to needle me ...

We’ve all had them: questions from clients with answers that seem so obvious to us that they can be difficult to explain. As financial advisors, it’s easy to get frustrated when a client asks ...

With retirement planning becoming more and more important to individuals looking to prioritize well-being over work, firms and advisors must innovate the solutions they offer. TJ Arcuri, of SageView ...