Client Relations

To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.

You have to create dissatisfaction to sell.

Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.

For advisors looking to create relationships with the next generation of wealth, the future is now.

Quarterly client meetings are painful for everyone.