Approach a negotiation as a problem-solving exercise, rather than a combative discussion. Negotiating contracts and terms with clients is a critical aspect of any business engagement. Whether you're a ...

As a financial advisor, my responsibility to my clients goes beyond managing investments—it involves fostering understanding, building trust and making sure they feel confident in the strategies we ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Insider asked three experts to share their tips on how to entertain business clients in another city. Thinking beyond dinner and keeping things simple will help strengthen professional relationships.

Opinions expressed by Entrepreneur contributors are their own. With technology increasingly pervading our daily lives, clients expect an optimized digital experience in all areas, including coaching.

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 ...

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 ...

Few technologies have caught law firm attention quite like generative artificial intelligence. The innovation is one of a handful of technologies that have become potent indicators of law firm ...

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 ...