How well do you manage the client management process?It's a question I often ask clients I work with. While most firms pay attention to various aspects of the process, many firms fail to understand ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Back in the day, it seemed like there were really only two options to manage client relationships: face-to-face meetings and phone calls. While these client management techniques can certainly still ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

One of the most interesting findings from our newly released 2023 Herbers & Company Service Market Growth Study is that the typical advisory firm is challenged when it comes to converting prospects to ...