In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

Michelle Perry Higgins is the Principal and Financial Advisor at California Financial Advisors, managing over $1.9 billion in assets. Named one of Investopedia’s Top 100 Financial Advisors in 2022, ...

You can do everything right in an initial meeting and still lose that client a few weeks later. Typically, it’s not about your advice. It’s what didn’t happen after that first meeting. The gap between ...