So you have the engagement and are busy drafting your client’s new estate-planning documents. The initial consultation went well, and you believe that you’ve laid the foundation for a successful ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

For the vast majority of advisory firms, strong organic growth is a top priority, but how do you ensure that your firm has a singular vision when it comes to attracting ideal clients and their assets?

Financial advisors striving to grow their practice face a range of challenges. One of the most important is crafting an effective value proposition that will set an advisor apart from the competition.

The traditional model for financial planning and wealth management firms is straightforward: the client pays to work with a broker-dealer or investment advisor to provide recommendations and manage ...

Strategic partnerships are no longer a supporting act in legal technology. They are a primary mechanism through which law firms and legal departments cut through complexity, modernize operations, and ...

Wealth management services and products are commodities. But, that does not mean that all wealth managers are inherently fungible. Without question, some wealth managers are better than others. That ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their ...

Each time a new tool enters the accounting profession, it tends to follow a familiar path. Processing Content At first, it is met with skepticism as professionals assess how it will impact their work ...