Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Amid the day-to-day pressures of financial services, it’s easy to forget the wealth you’re managing for clients today isn’t just fueling their current lifestyle. It will eventually enable their ...

Excessive demands from clients are among Big Law attorneys' top stressors and sources of anxiety, a recent American Lawyer survey found. Clients feel lawyers who charge top-of-market rates should ...

I spend a few hours every week supervising new therapists working on their Master's degrees. Challenges around giving clients advice have continually emerged in supervision over the last few years.