Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Developing a streamlined client portfolio is a multi-step process but also one well worth pursuing for advisors seeking to expand their practice. By identifying your ideal client, thinking outside the ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

We’ve all heard advice regarding how to develop meaningful, lasting relationships with clients: Prepare for meetings. Know your clients. Recommend relevant solutions. Ask good questions. I’d like to ...

AI such as ChatGPT is changing the world as we know it. As a practitioner, can it help you better serve your clients, support your staff, and prepare you and your practice for the future? Let’s first ...

As an agency owner, one of my most significant challenges has been onboarding clients who are a great culture fit for my business. I’ve gone through so much trial ...

Starting new client relationships can be stressful. You know very little about their business (since you just started working together), so it’s harder to apply your marketing knowledge. On the other ...