Advisor productivity—the revenue that a team produces for every lead advisor—is the most important concept that advisors need to remember as they strive to deliver more to their clients in an ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance ...

The best time to address potential mental decline is well before it becomes an issue. Advisors should initiate an aging plan for clients in their 50s or early 60s. The idea is to start the ...

First, a major antitrust win by Mike Murray, Craig Lee and Ryan Phair, who represented CWT, a business travel management ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. When I'm not writing about specialty medical marketing or recording episodes of the Ailm ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

Transparency is about more than being honest when problems arise. It’s a proactive commitment to ensuring everyone involved has a clear understanding of expectations, limitations, and goals. The Fast ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. As the legal industry evolves, law firms must remain agile and proactive to stay competitive ...

Every year, 500,000 older Americans lapse their life insurance policies, according to a survey by the Insurance Studies Institute. And millions each year will surrender their policies. Lisa Rehburg ...