Client communications

Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and modeling.

Generation Z is hungry for authentic financial advice to guide them into the future, but planners must first form a 3D view of the challenges the cohort faces.

Fears — including running afoul of regulators or garnering ego-crushing reviews — have kept advisors behind the curve of an already ubiquitous marketing practice. Here's how advisors can play catch-up.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."

More advisor contact can boost client trust and satisfaction. That's key in a landscape where 75% of clients considered switching, or switched, advisors in 2023, a YCharts survey shows.

The self-regulator has stressed a shift away from mere compliance and toward active self-surveillance to uncover improper off-channel messaging.

There are just three things clients want to know at tax time, and video summaries can provide the answers.

A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.

Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes.