Putting one’s hard-earned money in the hands of a stranger is always a difficult proposition, but when wealth management is boiled down, it is essentially trusting someone to take care of your money.

But “catching” new clients is only one part of the equation. Now you have to keep them. And while you may have a unique product offering that puts you ahead of your competition, at the end of the day, ...

Greensboro: “What strategies do you have for engaging the children of my clients?” asked Susan on a recent conference call. She continued with, “They’re getting older and many of them would make good ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

We're talking about the gap between the actual influence you have over your clients' lives and what you should have. In my experience, advisors who have focused on developing trusting and loyal ...

How can I prompt clients to refer me to others? How can I prevent lost returns or market volatility from affecting my client relationships? How can I convince my client to follow my advice? Although ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Firms looking to improve upon their relationships with clients should look to align themselves with their clients' goals, and they may be able to draw lessons from the software world. Ari Treuhaft, ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...