As financial advisors, we're always trying to find new ways of adding value to our clients' lives. Recently I examined my technique for constructing investment portfolios to ensure I was adding the ...

2022 was a year of transition, with law firms and clients moving into a new post-pandemic phase while dealing with rising inflation and global uncertainty. Throughout this time, we have been working ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Unlock the full potential of your advisory practice with our comprehensive guide on Empowering Financial Advisors. Dive into proven strategies and insights tailored to elevate your client engagement ...

Approaching our agency’s 30th anniversary this year, I’m reflecting on the art of building high-value client relationships. Don’t get me wrong, new clients are always a priority for Trademark, but ...

At my negotiation firm, we have often written about the topic of personal value since it is so important to effective negotiation strategies, particularly in a B2B environment. The ability to ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. Processing Content An ...

What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...