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Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a diversified strategy to achieve their financial goals.

“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, ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Difficult conversations about performance should not be the norm for any business, but sometimes they are unavoidable. Here’s how to navigate them successfully. Tackling difficult conversations with ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

After the National Association of Realtors settlement changed how commission is paid, there was some fear among agents that buyers and sellers might forgo their services in favor of handling the ...

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 ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...

If I’ve learned one thing after four decades in this business, it’s that wealthy, successful people can be some of the biggest procrastinators when it comes to protecting their assets and giving them ...