Client communications

Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.

Positive psychology might be the key to determining just what a client needs.

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

Advisers shouldn’t assume that all their favorite clients will follow them out the door.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

From secret children to sudden engagements, these are client disclosures that shocked planners.

“How I do retirement plans today is very different from how I did it 15 years ago,” says Merrill Lynch adviser Jason Ting.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.