Denise P. Federer

Pessimistic thinking can turn into a self-fulfilling prophecy.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

Don’t let negative thinking become a self-fulfilling prophecy when starting a practice.

Advisors should understand the personality styles of their branch managers for financial success, job satisfaction and comfort within their own firm.

Tips for young FAs to improve their ability to appeal to clients from older generations.

Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions.