Agents who focus on each client journey phase, from discovery to post-closing, build loyalty and drive more referrals.

The language that financial advisors use in their first interactions with prospective customers could make or break the ...

An app that helps with organizing your group project and connect with other members. Features include "beeping" others for attention, task tracking, reminders, push notifications, peer reviews, and ...

Use this article to guide conversations with clients about bonds and if or where they fit in their portfolios as part of a diversified strategy to achieve their financial goals.

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...