James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

The owner of the company where I used to work is trying to stop me from selling my book of business. He's emailed everyone in my former office telling them not to talk to me. That's strange because ...

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

Psychotherapy often explores family dynamics, unresolved trauma, developmental issues, and the unconscious conflicts that interfere with a client’s ability to optimally cope. Psychotherapy is ...

That has to be a world record for the number of change orders!

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Sarah lost the $20 million account six months after the liquidity event. Her client, David, had sold his manufacturing business. Sarah had done everything right—on paper. She optimized the tax ...

One thing many advisors can’t help but notice is how bad many clients are at making decisions. This can be for any number of reasons: Maybe the client doesn’t care enough about the fine details of ...

A while back, I was shadowing an agent during a listing appointment and saw him lose the listing before he even sat down. I was there to observe, not to lead, and sometimes watching teaches you more ...