Top Negotiator Offers Tips for Dealing With Clients
Success as an advisor is largely a matter of learning to negotiate, “Working with Difficult People” author Raphael Lapin tells ThinkAdvisor.
Talking to Your Clients About Performance
Too often when talking about performance, clients receive their information upside down, and it never gets flipped so they can see it correctly.
Community College Students: New Source of Financial Planners?
The American College's Ajamu Loving is looking to expand academic partnerships with community colleges to achieve multiple goals, including cultivating more advisors.
Morgan Stanley Expanding Philanthropy Efforts for Clients
The wirehouse says it dives deep with private clients who want to make a difference, as it did at recent event.
Wells Fargo, Advisors Say Rollout of New Tech Tool Is ‘Big Win’
Recently launched dashboard brings different applications together so advisors have one view of client account information.
How Supreme Court’s Same-Sex Marriage Ruling Changed These 6 Areas
Here are six areas, in finance, law and insurance, that have seen big changes in a year since the Supreme Court’s ruling on same-sex marriage.
Brexit and Investing: There’s a Sale Going On!
Perhaps the most important lesson I’ve learned over the years: Some of the best investment opportunities are found after a market dislocation.
Brexit Aftermath: 5 Key Areas Financial Advisors Should Watch
Don’t let the volatility in the markets worry you, since no one knows what will happen next, but here are some things to watch for.
Meet Virtually, Invest Digitally: The New Wealth Management
Virtual reality, digital currency and frictionless trading: how technology innovation is bringing the future closer.
What Owner-Advisors Need to Know About Consultants
There’s a lifecycle to consultant-client relationships that changes over time, plus beware lupine "consultants" in sheep's clothing.