Most practice management experts agree that the best advisor-client relationships are based on trust. If that exists, a client or prospective client is less likely to place importance on what would ...

Whether it's for a first-time sales call or an interaction with a long-term client, difficult conversations seem to occur with some frequency during the sales process. Related: 7 Strategies to Succeed ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

Difficult conversations about performance should not be the norm for any business, but sometimes they are unavoidable. Here’s how to navigate them successfully. Tackling difficult conversations with ...

The goal of the attraction phase is to get a prospect's ear, attention, or eye on your business. ‘Tis a gift to be simple, ‘tis a gift to be clear (with apologies to the Shaker folk song). You must be ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

On this episode of The Long View, Charles Duhigg, the author of Supercommunicators, discusses how to make conversations more productive and shares practical strategies for better communication. Benz: ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

For those who have determined to, and how to, reach out, the next problem is what to say. There are limits to how often one can point to the challenges we face, the notion that we’re all in this ...

As a hands-on chief investment officer at Commonwealth, I find myself talking to hundreds of advisers and their clients every year. They call me with questions about economics and the state of the ...

Most accountants sooner or later need to have awkward conversations with clients about overdue bills or work that goes beyond the scope of their services, but putting off those conversations can mean ...