I have spent a great deal of time asking clients why they choose to work with their advisors. I’m talking about the clients who are thrilled with their advisors, not the ones sitting on the fence, or ...

Starting a commercial cleaning business or a residential cleaning business is often an enticing opportunity for aspiring entrepreneurs. However, amid the bustling market competition, a business owner ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Forbes contributors publish independent expert analyses and insights. Renae Gregoire covers content marketing and great content experiences. Ding! It’s another DM. “Hey, I saw your post about ...

Opinions expressed by Entrepreneur contributors are their own. What are clients buying from your professional services business? It’s not coaching, accounting or any other service. Even if you’re a ...

If there’s a first step to getting your clients ready for retirement, it may be simply getting them to identify what exactly retirement means to them, according to a panel of CPA financial planning ...

About half of financial advisors (48%) plan on sending holiday gifts to their clients this year, with the most popular gifts being food or festive baskets. More than half of advisors said that would ...

Correctly managing clients’ emotions can be nearly as important as properly managing their money. “All investing is emotional,” says Chris White, a CFA with 25 years of experience and author of ...

You build your business through referrals. Instead of waiting for something to happen, you are proactive. You want to make something happen. Feeding people has worked for years. You might be planning ...

An effective plan will educate clients as to what the three major planning behaviors are in response to long-term care costs. Just lay out honestly how people act. Then they can see where they fall on ...