The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

Consider this scenario. You’re introduced to a potential client. While you are speaking with the prospect, the individual mentions that he has certain financial accounts held in foreign financial ...

For over 15 years, I've heard therapists describe clients as resistant. I’ve heard it when a client doesn’t complete homework, avoids a topic, pushes back on a recommendation, cancels sessions, or ...