An effective client interview is an essential part of the client-advisor relationship. Top financial advisors recognize that, beyond the need to capture financial data about new or existing clients, ...

One of the most important conversations you will have with a prospective client takes place within the first 15 minutes. Having a practiced outline to follow is the first step to uncovering possible ...

There’s one thing job candidates share with their interviewers: Both are trying to solve a problem. The candidate is looking for career growth or higher pay, and the hiring manager is looking for ...

A new client presents a great opportunity, but there is also great risk that the relationship will not be a good fit. If the client is not a good fit it will be bad for both sides and result in hurt ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...