“Would you help me out with my laundry?” “Could I give you a hug?” “Do you have any money you could loan me?” These are some of the questions clients have asked me that caught me off guard. My short ...

When a new client expresses an ambition to transition from middle management to a coveted C-suite role, it’s essential for a coach to gain a comprehensive understanding of their aspirations, strengths ...

That’s the number one question Dr. Carolyn McClanahan, an M.D. and CFP, is interested in hearing a client answer, as the response will help her chart a financial plan that increases the client’s ...

Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

The Annual Enrollment Period is the time of year when licensed agents and brokers in the Medicare space receive the most questions from existing and potential clients. From Oct. 15 to Dec. 7, tens of ...

Asking good questions is an essential skill to building trust with the people you serve and advise. Here are seven questions I’ve found, through hundreds of conversations, to be especially useful at ...

We’ve all had them: questions from clients with answers that seem so obvious to us that they can be difficult to explain. As financial advisors, it’s easy to get frustrated when a client asks ...

When getting to know a client, some questions dig deeper than others. Oddly, sometimes it’s the least direct ones that reveal the most. Behavioral finance, the study of how psychology affects markets ...

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next ...

A vacation purchase is one of the largest purchases many people are going to make during a year, and this is especially true for families, those traveling in small groups and honeymooners. For travel ...

Credit repair usually gets framed around results. Scores go up. Errors come off. Reports look cleaner. That focus makes sense when your credit is blocking real opportunities. But long before any ...