In previous columns, I have addressed whom to target for managed accounts and why such investments are attractive to affluent clients. This month's column concentrates on seven key factors that drive ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

The golden rule of an effective communication strategy is to simplify the way you talk to clients and go into each meeting with a set purpose and intention. Your job when communicating with clients is ...