Clients need to be convinced that you care about more than just their money, or they will find someone else who does.

The key is thinking in advance about how to make the best possible impression.

Helping high-net-worth families communicate about wealth.

Understand it’s not personal and work to educate clients in small doses.

Sylvia Guinan and Robert Harty, both CDFAs, provide wealth planning in a growth area, divorcees over 40.

A new FINRA report analyzed the investment knowledge of more than 2,000 respondents with investments in nonretirement accounts.