As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

A client walks into your office. They’ve lost a spouse. Or a job. Or they’ve just received an inheritance they never expected. They aren’t looking for a spreadsheet. They’re looking for someone who ...

The brief landed in my inbox with all the usual components—objectives, timelines, deliverables and a healthy budget. By all standard measures, it was a straightforward assignment. Yet, something felt ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...