A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

In the November 2025 issue of Trusts & Estates, Joan K. Crain, global wealth advisor at J Crain Consulting, offers a thorough explanation of the complexities involved when your client is considering a ...

Some of your clients may have a set retirement date in mind. Others may turn to you for advice on when to resign from the 9-to-5. Regardless, it is seldom a simple decision. You and your client have ...

One of the toughest challenges a financial advisor will face is finding clients that are willing to trust you and let you manage their money. Suzanne Wentley, a professional writer and marketing ...

Effective onboarding is not just about collecting data—it's about building trust and creating a foundation for long-term client success. I've always believed you can tell how a client relationship ...