If your business is looking to branch out into a new industry, it can be a challenge when the potential client or the industry as a whole has a complex business model, product or service you may not ...

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 ...

Whether it's a one-off exercise or a regular occurrence, seeking independent feedback from clients will help identify what they truly value, says Allan Carton The challenge of delivering better value ...

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 ...

One of the comforting lies that law firms like to tell themselves, is that the problem with clients is they don't understand how Big Law works. Any law firm who says this — or even thinks it — has the ...

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 ...

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 ...

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 ...