The therapeutic relationship between a therapist and client develops over time and is built on trust. The client must trust the therapist enough to be honest about what they are thinking and feeling, ...

AI may optimize PPC, but it can’t replace empathy, listening, or trust. Four relationship fundamentals still set agencies ...

At the PLANADVISER 360 Conference in Scottsdale, Arizona on November 13, retirement plan advisers shared actionable strategies for attracting new clients, opening the dialogue with them, and ...

Every advisor, no matter how experienced or successful, has had to deal with an unresponsive client. You may have pulled out all the stops—sending them a reminder email, shooting them a text, giving ...

The first time I closed a deal without ever seeing my client was in 1997. I found it disconcerting. So, as we wrapped up the last details of the acquisition, I asked him to fax me a picture of himself ...

"That was just one of those moments like, 'Wow,'" the lead advisor with New York-based registered investment advisory firm Ritholtz Wealth Management said in a panel about pursuing excellence in ...

Hiring a lawyer is a major decision. You select someone to help you navigate a challenging, often emotional, situation, and you may spend a significant amount of money on their legal services. So how ...

I’m always surprised when I talk to a real estate agent or broker who doesn’t have a rock-solid property manager in their back pocket to refer clients to. An agent or broker’s success often hinges not ...