Advisors, we have good news to report—especially if you’re seeking new ways to support your wealthier clients. Foundation Source recently surveyed 350 of its private foundation and donor-advised fund ...

Without mechanisms in place that help hold clients accountable for making progress toward their goals, coaching sessions can end up frustrating both clients and coaches. A lack of clear milestones and ...

When a coaching client feels stuck, it’s often because familiar thought patterns keep pulling them back to the same conclusions and responses. Effective coaches know lasting change doesn’t come from ...

I have helped my clients navigate numerous financial challenges in the decades I have been a financial advisor—from unexpected expenses to loss of income to market corrections. Perhaps the most ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Over the 30 years she has been in the financial services business, Barbara Pietrangelo has grown up with many of her clients. “I wouldn’t say I started out looking to serve the senior market, but I’ve ...

Death is a difficult subject. Although death is the most guaranteed eventuality of our time here on earth, it’s uncomfortable to discuss it, and therefore, people avoid it. Jasmine Hathaway As an ...

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 ...

Raise your hand if you’ve seen the client estate plan procrastination gap story before: client reveals they don’t have an estate plan (shocker!), their advisor refers them to an estate planning ...

Algorithms, particularly in the form of artificial intelligence and machine learning, are proliferating in finance and changing how we make decisions. Algorithms have been around for a while in the ...