As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

In today’s world of speedy communication, people skills (also known as emotional intelligence) are becoming more important. I run a marketing and creative agency called Goel Strategies and we have to ...

A financial advisor will often think about “their book” in terms of the number of clients under their production number. Years ago, the number might have been gigantic, then the industry moved towards ...

Opinions expressed by Entrepreneur contributors are their own. Each client is different. Understanding their respective priorities helps to retain clients long-term. Here are ten types of clients ...

Whatever service you provide, difficult clients are unavoidable in the world of sourcing, so the ability to understand their concerns or issues and then quickly dissolve them is an essential skill.

The General Prescription for dealing with problematic clients is to build trust by reducing their perception of risk. Invest more in face time and reassure them about your product or service delivery.