Client relations

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Forty-one percent of client-facing finance workers have had negative experiences that “still keep them up at night,” a Schwab survey finds.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario isn't even possible until long after you’re dead.

Advisors share client anecdotes that made them stop and say “huh?”

The New Jersey bank moved its investment services program after an 11-year relationship with Cetera.

Attending to clients' non-financial needs helped propel Merrill Lynch advisor Dane Runia to No. 1 on the Top 40 Under 40 ranking.

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

Advisors should coach their clients not only on their finances, but on health care options, as well.

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

Wealth management allows veterans the chance to help each other in a meaningful way.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

Keith Apton got his first taste for finance while still in college.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

Mixing business and friendship can lead to stronger relationships, but only if you proceed with care.

Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.

When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.