Financial Planning

Advisor Upside

What to Ask During Client Discovery Meetings

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Open-ended queries allow clients to reflect on their financial situation and goals — possibly in ways they’ve never even considered.

2 min read

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Advisor Upside

How Advisors Cope When Clients’ Heirs Head for the Exit

Some look at it as a teachable moment, while others choose not to sweat it.

1 min read
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Advisor Upside

Sports Stars Turned Advisors Help Guide Next-Gen Athletes

Seeing first-hand the troubles even the most well-paid athletes can endure, many former pros feel a responsibility to advise today’s rookies.

4 min read
Photo by Andrej Lišakov via Unsplash

Advisor Upside

Financial Planning for Women: Unpacking an ‘Invisible Load’

The emotional weight of financial planning stems from day-to-day decisions and long-term responsibilities.

3 min read

Advisor Upside

Advisors Weigh In on the Best States to Retire

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With costs of living surging, some states fare better than others when it comes to retirement.

2 min read

Advisor Upside

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Photo illustration by Connor Lin / The Daily Upside, Photos by Cherezoff and Ljupco via iStock

Targeted marketing and tailored communication can build loyalty.

4 min read

Advisor Upside

Morningstar’s CEO Kunal Kapoor on Private Assets and ‘Extracting Gold’

Photo via Morningstar

Over the past eight years, Kapoor has helped the company expand its workforce to over 10,000 employees and boost its stock price more than threefold.

3 min read

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