Such a tool does exist, however, and it s one that many planners already use in their initial client meetings. It is the household balance sheet, which quantifies and summarizes an investor s ...

Face-to-Face Meetings Remain Top Choice for Advisors Nearly three-quarters of advisors (73 percent) cited face-to-face meetings as their favored method of communication with clients and prospects.

Make sure to interact with your clients regularly outside of meetings. Regardless of how often you meet with clients, offer regular interactions with them through emails, newsletters, social media ...

In family law, sensitive personal and financial information is a staple in every case; therefore, ensuring secure communication and maintaining client confidence in this digital age is not merely a ...