Client relations

These certificants are multiplying — and so is their revenue.

Clients want and need someone to be honest about their own experiences. If you can show some vulnerability and offer personal insights, their engagement will increase.

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

Advisers who impress senior management can sometimes walk away with bigger offers.

By taking the right steps, advisers can convince loyal clients to follow them out the door.

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

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

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