Some clients drain time, energy and morale, and the cost of keeping them often outweighs the revenue they bring. Prioritizing ...

The owner of the company where I used to work is trying to stop me from selling my book of business. He's emailed everyone in my former office telling them not to talk to me. That's strange because ...

Each incoming call can be a potential case. That means, first impressions are essential for a law firm’s reputation and growth. Multiple law firms still struggle with missed calls, delayed responses, ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

These once-reliable tactics were quietly draining my clients' budgets and credibility — here's what I replaced them with.

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

BERLIN, GERMANY - AUGUST 07: Zwei Maenner in Anzuegen geben sich die Hand on August 07, 2014 in Berlin, Germany. (Photo by Thomas Trutschel/Photothek via Getty Images) For most businesses, referring ...

Advisor productivity—the revenue that a team produces for every lead advisor—is the most important concept that advisors need to remember as they strive to deliver more to their clients in an ...