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 ...

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?

Summitry, which recently celebrated its 20th anniversary, began as an investment management firm under Charles Schwab in 2003. Over the years, it has evolved to offer comprehensive financial planning ...

As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and ...

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 ...

Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

The flutter of direct mail and digital advertising for #GivingTuesday this week should raise the question in every financial advisor’s mind: Am I doing all I should to support my clients’ philanthropy ...

Running an effective PPC campaign for your client is one thing, but building a successful relationship with them can be a different ballpark. Problems will likely arise when there is a lack of ...