Almost 78% of financial professionals report that clients have negative preconceptions about annuities, making it more difficult to foster a clearer understanding of their benefits. Annuities can play ...

Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, only to realize that the real test lies in managing the complex network of client connections within the ...

These proven strategies foster loyalty, trust and advocacy while boosting retention, referrals and your brand's impact.

Price said he was charged with coming up with a way to deepen client relationships. “I have always loved being emotionally ...

PCS Retirement, a leading independent provider of retirement plan solutions, today announced the appointments of Brandy Blum as Head of Relationship Management and John McCarthy as Head of Client ...

There is more than one way to look at any given situation. Our job is often to bring fresh perspective and new ideas to situations where challenges exist. Where is the opportunity in this objection?

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

Great client relationships deserve your respect, attention and expertise year-round, our guest columnist writes.

Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...

These days, PR firms need to do some extra care and feeding of their clients. Business may not be terrible, but lose a few clients you can't replace because of the economy and you could be hurting. So ...