Client strategies

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

They will have a lot of questions. Here are ways to put the decline into perspective.

Consider making someone in your practice a captain of client relationships. This person should take responsibility of deepening those associations.

I told clients they need a plan. Turns out, I needed one, too.

As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.

Here's four reasons your business might be struggling and what you can do about it.

What some clients tried to claim on their tax returns shows they often don't know much about accounting.

Solid financial planning is a key component in helping demystify these government programs.

It’s time to broaden our understanding — and assessment — of risk composure.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.