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 ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

Without mechanisms in place that help hold clients accountable for making progress toward their goals, coaching sessions can end up frustrating both clients and coaches. A lack of clear milestones and ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Effective marketing for freelancers hinges on a consistent presence in the right places, not scattered efforts across platforms. Freelancers must offer clarity in their positioning to command higher ...

Forbes contributors publish independent expert analyses and insights. Rachel Wells is a writer who covers leadership, AI, and upskilling. We’ve all encountered those moments where a financial ...

“I am not comfortable telling you my family’s history of mental health conditions, it’s embarrassing.” Though unsurprised by this statement, I was stunned by its disclosure. Actually, I was pleased, ...

Customers are the lifeblood of your company, but trying to keep them happy at all times can drain resources, threaten profit margins, and sap employee morale. And sometimes, managing one client ...

No matter how well-crafted a client’s financial plan may be, there are some things that can’t be controlled—most notably, returns. This lack of control around returns may be troubling, given how ...

Great results don’t always speak for themselves. In agency life, it’s often the conversations around the work – not just the work itself – that shape how clients perceive your value. Yet most teams ...