In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

Sometimes the most revealing insights into a client's situation come not from portfolio analysis or performance metrics but from a well-placed, probing question. Processing Content Yet in early ...

If wealth management clients have children who are recent college graduates, pointing them in the right direction on their ...