Dynata, a market research and data solutions specialist, recently conducted a study that found 76% of Americans do not have an estate plan completed. Meanwhile, Cerulli Associates, a research firm for ...

Too many client meetings end up focusing narrowly on performance, often with clients steering the discussion in the wrong direction. The result is usually an outcome that doesn’t serve the client or ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

Reverse mortgage professionals who are focused on client conversations to generate business in a tough market may benefit from using certain product facts to orient the conversations — whether the ...

Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

The role of the CPA is evolving. Clients are increasingly looking for a “one-stop shop” where they can receive all of their financial and tax services from one firm or individual. Because of this ...

Most advisers seek to keep their clients, who sit on both sides of the aisle, focused on the facts, and try to avoid showing their own support for a candidate. They also aim to keep the discussion on ...