Financial advisors are experts on complex retirement products, abstruse tax laws and countless other rules and regulations. But success also requires the subtler skills of handling clients and their emotional and familial baggage. In this article for Financial Advisor, Kimberly weighs in on which matters more: the practical knowledge or the softer, interpersonal finesse? The science or the art?
The NextGen Boom: Are You Ready?
How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger