I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients. By leveraging these ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...

In the ever-evolving world of financial advisory, personalization has transcended the status of a mere buzzword to become a fundamental aspect of successful client engagement. This is a sentiment ...

With the ubiquity of algorithmic interfaces across information, retail, and social media platforms, younger generations increasingly value—and expect—customized experiences. Research finds that 71% of ...

Imagine a world where selling is not about persuasion, but about connection. A world where financial advisors don't just sell products, but empower clients to make informed decisions. We have the ...

All of us working in wealth management and as financial advisers need to have a global perspective. A tanker wedged in the Suez Canal that sends tremors through global supply chains is a reminder of ...

The COVID-19 pandemic brought sweeping and abrupt changes to the legal profession. Some change—the improved use of technology and increased efficiencies for many attorneys, for example—was long needed ...

Since I entered this profession almost 40 years ago, I have noticed that the distribution recommendations financial advisors make to clients in retirement fall into one of five approaches — ones that, ...