FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

One of the main benefits of working with a financial advisor is receiving a personalized client experience. And what adds ...

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 ...

Marketing and BD teams sit at the intersection of client expectations and firm delivery – and the stakes have never been higher. According to BTI Consulting’s 2024 Client Service A-Team Report, only ...

The modern attorney–client relationship contains an implicit clause: one that demands trust, relationship intelligence and ...

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 ...

Amid the day-to-day pressures of financial services, it’s easy to forget the wealth you’re managing for clients today isn’t just fueling their current lifestyle. It will eventually enable their ...

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 ...

In this episode of On Record PR, Jennifer Simpson Carr goes on record with Mitchell Sterling, Chief Client Development and Relationship Officer at Blank Rome, to discuss how law firms can collaborate ...