Client Relationship

3 Ways to Help Your Clients Spring Clean Their Finances

Multicolored cleaning supplies along with flowers to connote spring cleaning.

Spring cleaning is an effective way to create a fresh start, eliminate unnecessary items, and achieve the goals set earlier in the year. But it doesn’t have to stop there. Since people are already organizing their drawers, why not encourage your clients to do the same for their finances? Spring is a perfect annual reminder […]

How Can Advisors Play a Role in Closing the Financial Literacy Gap with Women Clients?

An older woman smiles with a row of bookshelves behind her. She wears a pink shirt.

It is important that advisors understand that women may present different educational needs and retirement planning strategies than men. Your female clients may not be aware of the contingencies related to the cost of long-term care and other factors that could affect retirement income.Nearing retirement is supposed to be an exciting time, the start of […]

Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor

A older white man sits looking out a window with a tablet in his hand, acting as a financial advisor and counselor

How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients informing you that they have money to invest. Let’s look at an example: the client, […]