As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

A financial advisor will often think about “their book” in terms of the number of clients under their production number. Years ago, the number might have been gigantic, then the industry moved towards ...

In today’s world of speedy communication, people skills (also known as emotional intelligence) are becoming more important. I run a marketing and creative agency called Goel Strategies and we have to ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...

If you’ve been in business for any length of time, you’ve had at least one bad client. While some entrepreneurs seem to be born with an invisible force field that repels bad clients, others attract ...

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