How to talk to clients about ...

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

It’s better to have these conversations long before your clients need to use a policy.

Don’t let them do a deal before you bring up these important topics.

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

Change can be unsettling. Here’s how to calm jitters and show the benefits of rate fluctuations.

The best way to approach portfolio declines, withdrawal rates and even emergency cash needs.

Surprise riches can help clients as much as hurt them.