A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

Agents often prepare a pitch, but top performers prepare to listen. The article explains how early curiosity, expectation setting, and energy matching can build trust quickly. AI Summary Most agents ...

Client meetings are where relationships are forged; leveraging this new partnership arms advisors with critical, timely and easily-understandable information. Asset-Map Holdings, Inc. (“Asset-Map”), ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...