Keeping up with what consumers want is one of the biggest challenges businesses face. Some owners try to meet this challenge by establishing business goals that reflect their clients' expectations.

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Most advisers are aware that financial goals and concerns change with time. However, there are specific strategies that can help clients achieve these changing goals that planners might not be aware ...

Cristina Livadary’s journey from the Philippines to the US shaped her philosophy on money management, inspiring her to create ventures that reflect her personal experiences and values. Now, as CEO and ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

If you want to take your business to the next level, setting better goals is the foundation for your future success. Although ...

Goal-setting increases therapeutic engagement, reinforces collaboration, and creates some structure for therapy. Initial therapy goals do not need to be specific; usually, broad goals are enough to ...

Wealth management firms typically emphasize applying a personal touch in how they serve clients, driven by a sincere concern for their well-being, and a desire to build long-term relationships. And to ...

The recent market roller-coaster ride was a shock to the system for many investors. But for practitioners of goals-based wealth management, the volatility provided reassurance and confirmation that a ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...