Good communication with clients is a top priority for financial advisors. But with long-distance clients, it becomes more of a challenge. We asked top financial advisors for their advice on how to achieve great relationships with remote clients.

There are 10 common disempowering beliefs that stifle professionals in their efforts to grow their business – or “bogus beliefs.” Pay close attention: Having even one of these bogus beliefs is a mental roadblock to attracting and achieving what you want.

How can a low-tech office supply help advisors acquire more clients? What can provide a convenient and simple way to personalize your meetings and give clients a WOW experience? Judge for yourself, with our expert's six-step process for closing more business with...flip charts.

Setting yourself apart and demonstrating your value to the wave of retiring baby boomers involves fine-tuning your client acquisition process. How you woo new clients now not only sets expectations for your relationships, but can also help you pull assets away from your competitors.

Ed McMahon, the new poster child for retirement planning, is a client we know too well. The true financial planning professional should be honest with clients. It's your responsibility to jolt them out of their McMahon-like delusions.

When a client or prospect is grieving the death of a loved one, how you come across can make the difference between alienation and lifelong loyalty. As you listen to grieving clients, avoid making these common errors.

One expert says that annuities are a great option for retirees with $100,000 or more in assets, but ignorance of how these products work may be hampering their sales.

Waiting out the crisis may be the smart advice for some, and your advice will vary depending on a client's age, goals and risk tolerance. But there may be great bargains in this market. Here, our experts weigh on today's best investment strategies.

The 2001 tax act had a sting in its tail: It repealed the estate tax for one year, in 2010. For years, politicians have sat in the middle, taking donations from both sides. Now they face the consequences of legislation that created incentives for reprehensible behavior.