Top advisors treasure their client relationships. They look for ways to strengthen the bonds by staying in touch via phone, email and face-to-face meetings. Tech tools provide a whole new way to ...

Tracking client information is important since it becomes the basis of the marketing plan. Unfortunately, many firms don’t monitor the source of their new business and miss out on marketing ...

Figuring out the best way to stay in touch with clients requires a mix of research and guesswork. Even if you ask for their preference, they may still wind up wanting less or more communication with ...

Coaching today looks very different than it did even a few years ago, thanks to technological tools that help coaches stay organized and connected with their clients. The right solutions can remove ...

For years, registered investment advisor growth has been measured by assets under management and advisement, but according to ...

For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room. With the accounts having lost about one-third of their value over the ...

Uncertain times make it hard to plan for the future. And few of us have lived through times as uncertain as these. Between the COVID-19 pandemic, social unrest and economic volatility, it’s no wonder ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Overwhelmed by all the client projects you have to manage? Having a solid process can help you keep track of them. One process is to break up all tasks by days and weeks, suggests the following ...

All About Jazz and Jazz Near You provide publicity firms with tools to manage client relationships, track published coverage and maintain connections with our contributors. This guide explains how to ...

Months of stock market turbulence have meant months of rising anxiety for clients, financial planners say. As a result, some financial planners who are otherwise strong proponents of a buy-and-hold ...