I’ve spent much of my career helping advisors better understand equity compensation and how to integrate it with each client’s overall financial planning and goals. Employers structure their offerings ...

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

A new year presents a valuable opportunity to strengthen client relationships and ensure alignment with their evolving needs. As a trusted advisor, it’s essential to proactively engage with clients to ...

Clients worry about crazy things every tax season, but this year their fears and obsessions and just-plain-odd ideas seem to be taken to a new level. "In recent weeks, there has been a flood of ...

Many of your retired middle-class millionaire clients are tempted to pay off their mortgages as soon as possible, hoping to cut their monthly expenses and save big on interest costs. But before you ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...