Client Relations

Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor.  Throughout...

The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. They are a highly lucrative clientele that requires a unique and specialized approach to dealing with their wealth. An advisor can...

Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they...

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients...

The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for...

Did you know that one of the top three reasons financial advisors fail is due to not following up on potential new clients? Having an efficacious follow-up strategy for financial advisors is necessary as it can transform your leads into prospects and eventually into satisfied clients. However, it is essential that the strategy you choose to...

With advisors increasingly being held to higher standards, it is imperative for them to be transparent in order to build trust with their clients. In fact, regulators in the financial services industry continue to stress the importance of greater transparency in planning relationships. It is therefore imperative that advisors always strive to be fully transparent...