client communications

Advisor Upside

Family Matters: Having Everyone at the Table Makes Clients Confident

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Advisors who encourage regular family conversations help put clients at ease and improve the likelihood that their assets will stay in-house.

2 min read

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Advisor Upside

Digital vs. In-Person: How Advisors and Clients Decide What Makes Sense

Over 69% of consumers prefer some in-person or hybrid communications with their advisor, a recent survey found.

2 min read
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Advisor Upside

Client Didn’t Take Your Advice. Don’t Take It Personal

Sometimes clients think they know better, disregard recommendations or choose to not ask for them before making a potentially costly financial decision.

2 min read
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Advisor Upside

A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another.

2 min read

Advisor Upside

Just How Good Are Advisors at Easing Retirement Worries?

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A new report shows advisors are quite effective at turning around clients’ sentiments about common retirement fears.

2 min read

Advisor Upside

What’s Going On In Clients’ Heads? Don’t Ask AI

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Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.

2 min read

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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