The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

“Well, haven’t you ever heard that the client is always right?” one client raged over the Zoom conference call. “We don’t understand why it has taken so long to close our monthly financials, and ...

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 ...