Home Inside Track Ellen Bessner

Latest news in Ellen Bessner

Reframing the big fat questions for young clients article image
19270872 – couple is considering the future design of the apartment alternate text for this image

Reframing the big fat questions for young clients

When a client-advisor relationship gets too close article image 19270872 – couple is considering the future design of the apartment alternate text for this image

When a client-advisor relationship gets too close

Pain points and reaching the next generation article image Older couple reviews a contract with a lawyer or financial advisor

Pain points and reaching the next generation

7 ways to build your book with Millennials and Gen Z article image social media

7 ways to build your book with Millennials and Gen Z

Don’t waste economic and political uncertainty to show clients how you can shine article image Consumer concerns

Don’t waste economic and political uncertainty to show clients how you can shine

Advisors are at risk article image dominos falling

Advisors are at risk

Breaking up doesn’t have to be hard to do article image Illustration of two people shaking hands on two upward arrows

Breaking up doesn’t have to be hard to do

Breaking up is hard to do, Part 1 article image Businesspeople arm wrestling

Breaking up is hard to do, Part 1

Don’t go down with your client’s ship article image Stormy waters

Don’t go down with your client’s ship

No note-taking requirements in CFRs? Think again! article image confusion

No note-taking requirements in CFRs? Think again!

To protect yourself and clients, rethink trusted contacts

Do your notes pass the sniff test? article image Dispute at desk

Do your notes pass the sniff test?

A perfect storm lies ahead for advisors and dealers article image Trouble ahead alternate text for this image

A perfect storm lies ahead for advisors and dealers

Thinking of leaving your dealer? Here’s what to consider

Key legal and regulatory issues to heed

Pass compliance audits and win credibility with the 5Cs article image online comments

Pass compliance audits and win credibility with the 5Cs

More tough love for advisors article image old way, new way

More tough love for advisors

Set your client-advisor relationships up for success article image Financial advisor and senior couple talking while going through paperwork on a meeting. alternate text for this image

Set your client-advisor relationships up for success

Questions to assess the best kept secret about KYC article image advisor client meeting

Questions to assess the best kept secret about KYC

Best kept secret about KYC

Big fat questions to get clients talking

Getting out of Dodge is not the answer

Serving fewer clients can lead to a big payoff article image Blueberry-topped cake

Serving fewer clients can lead to a big payoff

Grow your business using the CFRs article image business growth

Grow your business using the CFRs

“But that’s what the client wanted”