When a new client expresses an ambition to transition from middle management to a coveted C-suite role, it’s essential for a coach to gain a comprehensive understanding of their aspirations, strengths ...

That’s the number one question Dr. Carolyn McClanahan, an M.D. and CFP, is interested in hearing a client answer, as the response will help her chart a financial plan that increases the client’s ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Asking good questions is an essential skill to building trust with the people you serve and advise. Here are seven questions I’ve found, through hundreds of conversations, to be especially useful at ...

Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

We’ve all had them: questions from clients with answers that seem so obvious to us that they can be difficult to explain. As financial advisors, it’s easy to get frustrated when a client asks ...

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

In recent years, advisors have discussed charitable planning with clients more frequently than ever before. The Covid pandemic has caused many wealthy clients to increase their giving, as charities ...