Rick Kent is the CEO of one of the fastest growing RIAs in the industry. Since launching his career in wealth management in 1998, he said he has approached the industry as an entrepreneur. At the helm ...

"Your package is exactly what we want, but our budget is only $1,200. Can you work with us on the price?" The email sits in your inbox, and you're tempted to accept. After all, $1,200 is close to your ...

Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring into action. They work overtime to soothe frayed nerves and fix what is ...

You've delivered beautiful photos exactly as promised, but the client is furious. What should have been a celebration of great work becomes a nightmare of disputes, revision requests, and threats of ...

Before departure, advisors can prepare clients for the realities of travel: flight disruptions happen, hotel rooms may not be ready early, transfers can be delayed, weather can alter plans, and ...