The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Lukas Quanstrom To this ...

JW Way Fundamental #4: Walk in your client’s shoes. See the world from their perspective. Empathize by understanding their fears and concerns and showing you care. Ask, “If I were in their shoes, what ...

Risk is a vast and vitally important topic. We shall return to it periodically, but for now, this series is our primer. Like many hot buttons, the perspective on risk differs according to who you ask.

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

Commentary Impress Your Superiors By Understanding 'the Big Picture' Understanding the big picture of one's work, which involves understanding the client's objectives, the risks it faces, the parties ...

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and ...

Agency careers offer some great advantages over careers only in internal marketing, particularly in the first part of a career. First, agencies are built to train their people. The higher the rank, ...

Knowing your client is the foundation for a successful financial plan. Part of that process is to understand the client’s current financial positions, including the amount of money the client (and ...