Client communications

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not just financial blind spots, but the fears, priorities and assumptions behind their decisions.

Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.

Women control trillions globally yet remain underserved by financial advisors. Avoid these common missteps to build trust that lasts.

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.

New research shows visuals and gamified tools can dramatically boost client understanding and engagement around complex retirement rules.

Having potential spouses on the same page regarding money before taking their vows can help stave off hurt feelings later.

Uncomfortable money questions can become routine when advisors help client couples foster regular, open communication.

A new McKinsey report on the future of wealth management identifies a disturbing trend: Younger investors are losing trust in advisors.

Social media platforms can change quickly (case in point: X). In response, advisors who may instead choose to rely on their own communication channels.

Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.

The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.

Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.

Rethink bonds and hedged funds while prepping clients for a market correction — or worse — in the coming year, counsels the CEO of Toews Asset Management.

Advisors who reframed strategic decisions shifted investor perceptions of identical financial results, research shows; here's what that means for retirement planning.

Prepping clients for natural disasters and climate emergencies should start with coverage and end with estate planning.

It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, or should not, live on after their death.

Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.

Around 10% of advisors anticipate transitioning their practice this year, either through consolidation or individual decisions to move firms, according to a new Cerulli study.

Looking forward to not answering client phone calls? Here's how to make it happen.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.