In this second of a three-part series, our practice management team shares strategies for demonstrating your value to clients. You’ve worked hard to develop a connection with your clients. What are some key tactics you can use to deepen client relationships over time? Define Your Offering Write down your answers to these questions to formalize […]

Client Need A couple in their early 70s with a $2 million portfolio were finalizing their estate plan with the goal of creating a legacy to benefit multiple generations. Our trust team recommended creating a family trust for their children and grandchildren. The couple wanted to select a trustee who could provide continuity throughout the […]

Historically, financial advisors have tended to think of clients in two broad categories: do-it-yourselfers (DIY) and delegators. Before you write off the DIY types, think about how they could become a client one day who appreciates professional advice. General Characteristics of DIY Investors Many investors are comfortable with a DIY approach when they are younger […]