Client relations

The customer relationship management platform will now pull all accessible client information into a single dashboard.

Because most advisors are generalists, up-and-coming planners can seek out almost any niche to explore.

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

I recently came away disappointed from a meeting with a financial planner I’d considered hiring.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

Terminating an advisor/client relationship isn’t solely at the discretion of the client.

Looking ahead to the day that many young investors will fire their parents’ advisors, how does an advisor scoop up those unattached clients?

Why structuring your practice under a lead advisor won’t serve your staff — or your clients

We give advice based on the intel we have, but not all clients are as up front as we are.