FPA

“We all agree a conflict could arise in the future,” Schweiss says. “There are ways of potentially dealing with that.”

The advisor advocate’s’ term, to begin in 2021, also will focus on increasing FPA membership.

The suggestion comes amid opposition from brokerage firms to an expanded fiduciary obligation.

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”

A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.

Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.