Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant Professor at The Wharton School, j...

Are you leveraging estate planning to strengthen your client relationships and grow your financial advisory practice? Learn how estate planning can deepen your client relationships and propel your advisory practice to new heights.In this...

Are you prepared to bridge the gap between wealth management and longevity planning? Learn how Kena Pettijohn is paving the way to plan for a financially stable future for the aging population.In this episode, Ana Trujillo Limón, Directo...

On a first date, it’s a good idea to avoid talking about money, religion, and politics. While avoiding money talk with a client is an impossibility, it’s still a good idea to keep religion and politics out of the conversation.This week o...

Data shows that regardless of who is currently in office, the ebb and flow of the markets and economy continues to move to its own rhythm. Opinions and emotions go hand in hand and can often create biases when discussing financial p...