Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

Advice to help financial advisors cover all the bond basics with clients Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

In my opinion, it would be difficult to find a business leader who doesn’t at least give lip service to focus on the customer. In reality, their operational frameworks might be bursting with systems ...

BERLIN - SEPTEMBER 10: A model greets shoppers at the Louis Vuitton luxury store during the Vogue Fashion's Night Out at the KaDeWe department store on September 10, 2009 in Berlin, Germany. (Photo by ...

Many CPA firms rely on client referrals for growth. I consider referrals a validation of a satisfied client. Processing Content Occasionally the lack of referrals is because a client likes you and ...

Insider asked three experts to share their tips on how to entertain business clients in another city. Thinking beyond dinner and keeping things simple will help strengthen professional relationships.

Most Social Security experts assume that Congress will address the program’s financial problems sooner or later. But lately, later looks more likely. Unless Congress acts by 2035, the mismatch between ...

If just reading the word “massage” sends you into a reverie of lavender-scented candles and a best-of-Yanni playlist, you probably know how wonderful it can be to receive treatment from a bodywork ...

From Indiana Supreme Court Chief Justice Loretta Rush's Order Approving Statement of Circumstances and Conditional Agreement for Discipline in yesterday's In the Matter of Wruble: Stipulated Facts: ...