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

I have helped my clients navigate numerous financial challenges in the decades I have been a financial advisor—from unexpected expenses to loss of income to market corrections. Perhaps the most ...

“I am not comfortable telling you my family’s history of mental health conditions, it’s embarrassing.” Though unsurprised by this statement, I was stunned by its disclosure. Actually, I was pleased, ...

Every successful coaching relationship is built on a strong client-coach connection. In today’s digital age, how that connection is created and maintained can vary widely from practice to practice, ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...

Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

This article is written by Derek Tharp, Ph.D., CFP, CLU, RICP, lead researcher at Kitces.com and an assistant professor of finance at the University of Southern Maine. Retirement income ...

After the National Association of Realtors settlement changed how commission is paid, there was some fear among agents that buyers and sellers might forgo their services in favor of handling the ...