In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

The brief landed in my inbox with all the usual components—objectives, timelines, deliverables and a healthy budget. By all standard measures, it was a straightforward assignment. Yet, something felt ...

Firms are hoping to develop enduring client relationships and increase profit by providing client advisory services. To increase the chance of success, there's a critical piece that needs to be ...

Harris Tilevitz recently stepped away from his role as Skadden's chief AI and technology officer to advise Harvey. He and ...

Changing client demographics and preferences, along with market uncertainty and new investment opportunities, are creating plenty of opportunities for advisors to create competitive differentiation, ...

As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

One of the most formidable obstacles to the planning process is the general reluctance of clients to discuss their own mortality. There’s one significant motivating factor, however, that drives ...