Client Relations

Survey findings show investments in social media to surpass other marketing expenditures in 2021.

Facebook represents a two-way street for building relationships. You learn more about your clients and they learn more about you. 

Sometimes acting as a fiduciary means risking the loss of a client.

Before rolling over 401(k)s, analyze any holdings in employer stock.

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Paul Oakley, who runs Tiny Mighty Communications, a Nashville, Tenn., strategic communications consultancy.

Today, roughly 1 in 5 adults aged 65 and older remain on the job, according to the Bureau of Labor Statistics. In the mid 1980s, the ratio was closer to 1 in 10.