Breaking up is hard to do. And it's even harder for financial advisors who feel the need to cut ties with an active client. As any advisor will quickly admit, it’s not easy landing a new client. Most ...

New survey data show acquiring new clients is the top growth priority for firms, but many still manage high-ROI referral ...

Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...

Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...

Albert Einstein once said: "We cannot solve our problems with the same thinking we used when we created them." As I discussed last month, the better we are at defining the real problems faced by our ...

The last mile, the step between content existing and a client actually receiving it, has never been engineered.

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

I'm the CEO and Co-Founder of Planable — the leading content review and collaboration platform for social media teams. Before founding Planable, I ran a social media agency. I divided my time between ...