Finding the value in communicating with individual family members in ways that inspire confidence and cooperation can help build a successful business. WSJ Wealth Management examines ways advisers can profile clients to understand how they make financial decisions.
Are Financial Advisers Serving the African-American Community Well? Deck: Trust is a key ingredient for advisers seeking to expand their African-American client base, says George Barnes, financial adviser with Prudential Financial.
In Chapter 8 of 18 in his 2012 Capture Your Flag interview, legal career advisor James McCormick achieves personal best when working with receptive, open, trusting clients who value his advice and services. He shares how a collaborative relationship allows him to perform his best and achieve maximum results. James McCormick is a Partner at Empire Search Partners in New York City. Previously, he practiced law as an employee benefits and executive compensation attorney for Proskauer Rose.
Putting careers front and center has an impact on the way an adviser does business, including how a client's investment portfolio is designed. WSJs Thomas Coyle explores how some advisers are beginning to manage their clients careers like any other asset.