Client communications

How advisers focus too much on investments.

How advisers focus too much on investments.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

Even the best plans can fall apart when clients' emotions get involved.

To reach those 55 and over, stress financial plans and personalized service.

To reach those 55 and over, stress financial plans and personalized service.

It's the most important service an adviser can provide, experts say.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

Fragmented programs can squash productivity and firm growth.

Signing on wholeheartedly can be an effective marketing tool with clients.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

Experts and advisers weigh in on what to expect and how to discuss the future.

Using an informal script makes sure everyone doesn’t talk over each other.

Using an informal script makes sure everyone doesn’t talk over each other.

Here’s how to help prepare clients for what comes next.