The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Avi co-chairs our Trust & Estates Practice Group, nationally ranked Tier 1 by U.S. News and World Report, and chairs our Tax Exempt Organizations Practice Group. He is also a partner in the firm’s ...

Plot twists in the financial lives of clients are a given, especially in these volatile markets, but financial planners can build successful long-term relationships by meeting clients where they are ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

When I am meeting a client for the first time, I understand that it can be nerve-wracking and I will try to put you at ease. I fully believe in “meeting people where they are.” The path to healing is ...

This is the year of “peak 65,” with a record 4.1 million Americans poised to turn 65 in 2024 and every year through 2027. As Americans in this record surge hit retirement age, they and their advisors ...

I am the Managing Partner of EB5 Affiliate Network — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Attracting new clients to your business usually involves considerable ...

Managed by LifeStance Health. Your call or email may go to a representative. Through her time in the mental health field, she has learned the importance of meeting a client where they’re in their ...