Quarterly client meetings are painful for everyone.

Use old-fashioned role-playing to prepare for client meetings.

Earning trust is not a one-time deal. Here’s how to keep clients trusting you throughout your relationship with them.

There’s a new crop of investors who believe they can affect change through their investment decisions.

Understanding key considerations of exotic and vintage car ownership can give wealth advisors a leg up.

Steps advisors should take to understand critical details about their clients.

To learn what everyday clients really think about their advisors, and what all advisors can learn from them, we talked to Mike Gnitecki, 33, a paramedic and firefighter in Longview, Texas.

Talking to clients about their personal relationships may be awkward, but they’re essential conversations to have for effective financial planning.