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 ...

Rick Kent is the CEO of one of the fastest growing RIAs in the industry. Since launching his career in wealth management in 1998, he said he has approached the industry as an entrepreneur. At the helm ...

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 ...

Friction means anything that makes it harder for clients to hand you their problems and walk away. Voicemail is friction. Delayed callbacks are friction. "Let me check on that and get back to you" ...

THERE’S AN UNCOMFORTABLE TRUTH IN PROFESSIONAL SERVICES THAT FEW FIRMS OPENLY ADMIT: ------------------------------------------------- ...