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Keyword: Client engagement

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Duane Ledgister

Duane Ledgister likes alternatives for his business-owner clients

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

Use these strategies to strengthen client relationships

Trixie Rowein

Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities

client bias

Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals

  • By: Leah Golob
  • March 21, 2022 March 18, 2022
  • 00:03
a man on a precipice

Clients with cash may consider "selectively" buying the dip, but advisors warn against market timing

Green figgy bank with calculator

Clients are worried about not meeting their retirement goals, but a cushion can provide comfort

Mature businesswoman looking out of window with face mask

For clients making life changes during Covid-19, advisors are providing clarity

Rear view of traffic jam with breaklights showing

Simple investment options can help clients overcome resistance to working on their finances

Shocked middle aged mature woman feeling stressed reading unbelievable online news, surprised senior old lady looking at laptop amazed by unexpected stuck computer problem sit on sofa at home (Shocked middle aged mature woman feeling stressed reading

Emotions can run high amid quick corrections, advisor says

  • By: Katie Keir
  • December 2, 2021 December 2, 2021
  • 14:59

Research points to continued commitment to saving