You’ve finished your presentation or meeting, and it is time to open up for questions. Lots of hands go up. Some questions you answer easily, some you admit you don’t have the answer to; but then ...

We’ve all had them: questions from clients with answers that seem so obvious to us that they can be difficult to explain. As financial advisors, it’s easy to get frustrated when a client asks ...

Not so much a question, as it is a requirement for an interview. Be sure to have a succinct elevator pitch ready to fire off that aptly describes your background. 2. What are your strengths? Instead ...