Ask These 5 Questions to Cement a New Client Relationship
By Jane Wollman RusoffThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
July 03, 2023
Barred Broker Gets 8 Years in Prison for $1.9M Ponzi SchemeThe judge called Anthony Liddle's crimes "monstrous."
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
July 03, 2023
The Ten Commandments of Client Contact During Volatile MarketsClients may not think they need to hear from you when markets go sideways, but they really do.
July 03, 2023
Nassau Financial Acquires Delaware Life of New YorkNassau could use the subsidiary to add a product line or to bring new products into New York.
July 03, 2023
Abacus Life Gets Onto NasdaqThe listing could lead to more clients asking about the IRA's little helper.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.
July 03, 2023
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With AdvisorsWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.