A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, N.C.
In light of the recent Writers Guild strike, advisors can play an important role in helping clients caught up in a work stoppage.
In an increasingly competitive market, clients demand not only a smart-money strategy, but also attention to the smallest details of their financial lives.
Why financial advisors should host one this year
eCIO founder Rob Roquitte discusses why in the post-pandemic, virtual world the one-size-fits-all service model does not work anymore.
“Personalization with efficiency” is key to building strong client relationships.