It is a type of personal and company value recognition that is critical for long-term relationships. When we widen our vision to include the personal dimension, we find that we often discover ...

A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with ...

By making an effort to sit on the same side of the table with the client, we can foster good relationships and truly have win-win outcomes. - Jon Reily , Bounteous 3.