Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but ...

Behind every financial decision, there’s a story we’re telling ourselves. People who overspend on shoes may be telling themselves that their footwear helps them have the confidence they need in ...

Smart designers don’t manage client behavior—they shape client identity. Most clients don’t walk into your studio acting like dream clients. They’re unsure, anxious, maybe a little too hands-on—or ...

If advisors want to help clients during volatile markets and through an unpredictable future, elements of behavioral finance can explain decision making and describe an individual’s relationship with ...

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. The biggest threat to investors' financial plans may not be COVID-19, but rather ...

Over the past 10 years, the wealth management industry has undergone a transformative shift in how it delivers value to clients. First, there was a move from commoditized, investment-based advice to ...

Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...

Every once in a while, a coach encounters a difficult client who resists counsel, doesn’t follow through and seems to test your patience at every turn. There are likely one or more underlying issues ...

When we think of status symbols, we tend to picture luxury cars, haute couture, private planes and other conspicuous displays of material wealth. In contrast, it’s hard to imagine that in 17th century ...

In today’s competitive legal market, one of the few ways to truly differentiate yourself from the competition is by delivering exceptional client service. But what defines exceptional client service?