I have always quoted potential boundary surveying clients a price terms over the phone or text and had to turn down work. Then a while back I started sending each prospective client a writte...

I have always quoted potential boundary surveying clients a price terms over the phone or text and had to turn down work. Then a while back I started sending each prospective client a writte...

Sixteen terms, four groups of four. Today's grid rewards documentation readers and long memories, and one group is easier to spot than it is to fill.

Sixteen terms, four groups of four. Today's grid rewards documentation readers and long memories, and one group is easier to spot than it is to fill.

Criteo revises retail media outlook amid client changes, highlighting industry shifts while maintaining strong financial position despite headwinds.

Criteo revises retail media outlook amid client changes, highlighting industry shifts while maintaining strong financial position despite headwinds.

Suddenly having to manage an inheritance can overwhelm even those who grew up wealthy. Here's how to build competence and confidence.

It’s an act of servitude, I’ve learned, through my recent experience as a would-be buyer who has been ignored.

Here’s how I’ve helped my clients who've faced this unexpected challenge take the first steps toward financial stability.

Shareholder advocates age 60+ and faith-based investors are lobbying Congress, banks and corporations to resume climate-change efforts and other initiatives.

Clients may need help reinventing themselves in retirement as their carefully crafted business cards become artifacts. (By Dave Buck)

When clients ask “What will happen” questions, advisors may want to limit their answers to three topics. (By Jeffrey Briskin)

Clients often neglect our advice to plan for emergencies. Sharing my experience may motivate them to be more prepared. (By Martin Lowenthal)

Clients are paying us to help them make sense of financial events.  Here are some ideas on how to do it. (By Kimberly Foss)

Data and insights from the Department of Labor’s Women’s Bureau can help advisors better understand and serve female clients.

Here are more ways to personalize your services, plus why it’s important to remind clients about all you do for them. (By David Leo)

In today's competitive landscape, simply having a great product or service isn't enough. The most successful businesses and professionals understand that relationships are the bedrock of lasting success. This is where Emotional Intelligence (EQ) steps in as a game-changer. Beyond charm or aggressive tactics, applying EQ allows you to deeply understand customer needs, navigate their concerns, and forge genuine connections that transform one-off transactions into enduring partnerships. Let's explore how cultivating emotional intelligence can dramatically boost your sales and elevate your client relations. What is Emotional Intelligence (EQ) in Sales and Client Relations?