Kimberly Foss, CFP, CPWA, is a Financial Planning columnist and founder of Empyrion Wealth Management in California and New York. She’s also the New York Times best-selling author of Wealth by Design . Follow her on Twitter at @KimberlyFossCFP.
Five (or six or seven) little words should tell the story of your firm and embed themselves in the minds of potential clients.
A good deed for an elderly neighbor reaps rewards — but as the infomercials say, "Wait, there's more!"
In those early moments, with so much in doubt, my colleague made the call that mattered most: to put his client’s needs ahead of everything else.
Clients depend on us to know not just how to handle their investments, but why they are investing in the first place.
With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.
Now is a crucial time to build and cement the bonds of trust between you, your clients, and your colleagues, says Kimberly Foss.
The future of referrals won’t be driverless but it will be largely remote and fueled by pre-COVID fundamentals.
Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.
The daughter of a privileged family had everything, until she didn’t. Then the work began.
No vaccine will return advisors and clients to pre-COVID-19 times— it’s time to let go and keep building.