Client expectations around agency pricing have shifted, and outcome-based fee models are no longer an unusual request but a baseline demand. While agencies that take this oppo rtunity to align on ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...

Understand who you want to attract so you make the appropriate first impression for that group of potential clients. Initial impressions are formed before a client ever meets you in person. Your ...

In a crowded market, differentiation for asset management firms comes down to how clearly and credibly a firm communicates its value—not just what it delivers. There are thousands of asset management ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...