Breaking up is hard to do. And it's even harder for financial advisors who feel the need to cut ties with an active client. As any advisor will quickly admit, it’s not easy landing a new client. Most ...

Albert Einstein once said: "We cannot solve our problems with the same thinking we used when we created them." As I discussed last month, the better we are at defining the real problems faced by our ...

Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Reinvent Management Consulting or see it wither and die? This is the alternative facing the industry in the age of AI. Management consulting is a profession that has excelled at capturing, processing, ...