Always go the extra mile for your clients. It's easier than you think. The road is never crowded. When we know what our clients like and dislike, we can develop client intimacy. No personal detail is ...

I want to ask you a question. How well do you know your clients? Why do I ask? Because I’ve discovered that intimate knowledge of a client’s situation is a key distinguisher between wealth managers ...

It's a paradox confronting brokers all over the country: In a business climate that calls for ever-increasing advisor-client intimacy, financial professionals are measuring their words more carefully ...

A value proposition, simply put, is the reason or set of reasons that someone chooses you as their financial advisor. After more than 20 years of coaching advisors, I find that many struggle to ...