Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

Most practice management experts agree that the best advisor-client relationships are based on trust. If that exists, a client or prospective client is less likely to place importance on what would ...

Advisors can glean much better information from clients if they reframe questions, says the senior strategic advisor of Sequoia Financial Group. Host: Greg Bartalos. This transcript was prepared by a ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver ...

Use these tips to talk TFSAs, RRSPs and FHSAs in the new year A new year means new contribution room for eligible taxpayers ...

Whether it's for a first-time sales call or an interaction with a long-term client, difficult conversations seem to occur with some frequency during the sales process. Related: 7 Strategies to Succeed ...

Navigating environmental, social, and governance in conversation with clients can be challenging for financial advisors. ESG investing often carries a range of perspectives, making it a sensitive ...