Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Leeza L. Hoyt, APR, is the president of The Hoyt Organization, Inc, a leading public relations firm based in the greater Los Angeles area. Public relations (PR) professionals play a crucial role in ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

As our industry continues to evolve from a collection of small lifestyle practices into complex, growing businesses, more firms are seeking efficiency and scalability wherever they can find it. Each ...

It's a dog-eat-dog world for financial advisors, at least when it comes to client retention and loyalty. Several advisors say conversations and regular guidance should always be top of mind when it ...