Adopting a client-centric culture is one way for firms to stand out from the competition, but it takes a lot of effort to put the client at the firm's center. The right strategy and approach will ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...

It's 9 p.m., and a demanding client email pings your inbox. Your team is stretched thin, and you want to protect their time, but this is a key client. How do you navigate these pressures? Sometimes, ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

The financial services industry would be well served to focus on diversity, equity and inclusion not only to bring more people into the industry, but also to serve the demographics and needs of their ...

Here's why lawyers are obligated to reasonably inform their clients and recommend a course of action—even if it's a harsh reality—most likely to be successful or to address the client’s goals and ...

Many firms try to develop innovative services based on their and their staff's abilities, the available technology and what they think their clients would need. They then expend efforts to "sell" ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...