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 ...

Without mechanisms in place that help hold clients accountable for making progress toward their goals, coaching sessions can end up frustrating both clients and coaches. A lack of clear milestones and ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

When a coaching client’s own mindset is their most formidable barrier to success, realizing that those self-limiting beliefs may be holding them back is the first hurdle they must overcome. Thankfully ...

One of the great gifts you can give to your clients is helping them determine the right amount of life insurance. Most clients have a basic understanding of the purpose of life insurance. However, ...

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

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

What Issues Do Clients Bring to Advisors? What Issues Do Clients Bring to Advisors? What May Clients Not Think to Ask About? Tactics for Advisors to Use Better Manage Market Volatility No advisor ...

As the COVID-19 pandemic has changed the business environment, clients have turned to their CPAs for help keeping their businesses afloat. CPAs who offer client advisory services have been well ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

According to a recent survey conducted on behalf of American Express, 57 percent of twenty-somethings are still relying on their parents for financial support. No doubt the lingering economic crunch ...

Many therapists are struggling to support clients during this time due to ongoing fears and anxiety Source: Claudio Henrique Claudio/ Pixabay Many therapists are grappling with how to address current ...