I’ve spent much of my career helping advisors better understand equity compensation and how to integrate it with each client’s overall financial planning and goals. Employers structure their offerings ...

Discover key questions to assess retirement readiness, guide clients in creating a realistic plan, and help secure their ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial ...

Discovery calls fail when you ask generic questions. These coaches reveal eight question types that create clarity, expose ...

Loss aversion, one of the major behavioral finance biases, is often defined as the pain of losing an amount of money exceeding the pleasure of gaining that same amount of money. It also refers to the ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

Many of your retired middle-class millionaire clients are tempted to pay off their mortgages as soon as possible, hoping to cut their monthly expenses and save big on interest costs. But before you ...

Clients worry about crazy things every tax season, but this year their fears and obsessions and just-plain-odd ideas seem to be taken to a new level. "In recent weeks, there has been a flood of ...

Forbes contributors publish independent expert analyses and insights. Pia Lauritzen is a philosopher writing about tech and transformation Instead of succumbing to an abstract fear of asking questions ...