Do you know and appreciate your value? Do you spend your time where it pays you best? Do you know what your client or prospect is worth? Years ago I was doing business with a southern bank. They ...

I want to ask you a question. How well do you know your clients? Why do I ask? Because I’ve discovered that intimate knowledge of a client’s situation is a key distinguisher between wealth managers ...

This Top 10 explores leading Know Your Customer platforms helping insurers fight fraud, streamline onboarding and meet ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...

As an RIA or hybrid advisor, you likely know plenty about your clients. Still, you're probably overestimating how familiar you are with how they view risk. That's because many of you likely rely on ...

Lee Caraher, CEO of national PR agency Double Forte, is the author of two books on creating positive, effective teams. When I started my firm, I only hired people with 10 years of experience who had ...

This is the time of year when many of you are finalizing all the last-minute planning left over from 2023 (or still recovering from it). If you’re like most advisors, not every client agreed to all of ...

Our customers are being rewired. Are you freaking ready for this? KYC or “Know your customer” has always been marketing’s most important commandment — not because it sounds good on a keynote slide, ...

Do you know what your customer wants? Can you spot sales triggers? Is your talk track focused on the customer or your resume and company services? This is a pet topic of mine. I watched it all through ...