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 ...

It’s about building trust with your clients, understanding their anxieties, and guiding them. Why do we do all this? Strong client relationships are the foundation of a thriving immigration law ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...