Client engagement

Don’t discount Gen Y

Last year, I got married and my husband and I bought a condo. Our lavish wedding, and the down payment for our home, was funded largely by savings, along with some generosity from our families. Even though we pulled it off, not all your Gen Y clients will be as lucky.

By Suzanne Sharma |February 7, 2014

3 min read

Planning and Advice

How to wow clients

Editorial: To impress clients, go against your self-interest.

By Melissa Shin |February 7, 2014

2 min read

Planning and Advice

Lessons from a personal trainer

These professionals keep clients focused on goals.

By Casey Dorrell |February 7, 2014

3 min read

Planning and Advice

Be empathetic to win over clients

How to use empathy to win over clients.

February 7, 2014

6 min read

How to talk to Gen Y clients

One of your wealthy clients referred her daughter to you. She’s 27, works in media relations, and just bought her first condo. She’s ambitious and plans to climb the corporate ladder—she’s had two promotions in two years, and should crack six figures within the year. Her busy career and social life keep her smartphone glued to her hand. She wants to discuss her goals and investment options. How do you communicate with her?

2 min read

My Best Event: Horsepower

Have you ever tried to think like a horse? John Welch of Toron AMI International Asset Management has. And it’s worked to his benefit. In fact, just like a racehorse, he’s focused, driven and keeps his end goal in mind. And he uses these qualities when networking within equestrian circles, a subculture that’s known for having numerous events and fundraisers. One event he supports is Polo for Learning, which raises money for childrens’ charities.

By Stuart Foxman |February 7, 2014

2 min read

Client engagement

Don’t discount Gen Y

How to wow clients

Lessons from a personal trainer

Be empathetic to win over clients

How to talk to Gen Y clients

Save a client from bad advice

Give technology to clients

My Best Event: Horsepower

Not a tax expert? No problem

How to plan for solo retirement