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 ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...

Will the advisor of the future be an AI-powered hologram? Never say never. But human advisors seem likely to remain in demand as long as clients want the quality of, well, humanity. For this week’s ...

Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

On this week's episode of the Financial Planning Podcast, Christopher Knapp explains that advisors don't need to fear the three letters that have created controversy in the investing space all year ...

Uncertainty in the markets is nothing new – but that doesn’t make it any less unsettling for clients. Whether driven by inflation, economic downturns, geopolitical events or changes in policy, ...

Ask Samantha Garcia why she decided to specialize in divorce at Halbert Hargrove and she’ll laugh, saying it’s what she’s asked all the time, since she’s not divorced herself. “It’s always funny, ...

The holidays can be a time of joyous gathering, but those gatherings can also generate considerable stress for clients — and by extension, their financial advisor. Processing Content "I've had ...

In today’s digital age, email has become the default mode of communication for many young lawyers. While reliance on email offers efficiency and convenience, it cannot replace the impact of a direct ...

Awkward silences are the worst! Try these simple, therapist-approved tips for holding up your end of a conversation. How to ...

Mark Koulogeorge is the managing general partner of MK Capital, an early and growth-state venture capital firm that primarily invests in disruptive business-to-business software and technology ...

What tricky conversation have you been avoiding? Whether it’s about an uncollaborative team member, a demotivating micro-manager, or a knee-jerk decision maker, if left unchecked the ramifications can ...