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 ...

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 ...

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 ...

Getting and keeping clients. It’s the lifeblood of an advisory business, regardless of what’s happening in the markets, and often a factor in whether practices rise or fall. That’s because winning ...

Reinvent Management Consulting or see it wither and die? This is the alternative facing the industry in the age of AI. Management consulting is a profession that has excelled at capturing, processing, ...