For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly ...

The founder of Referral Coach International discusses how empathy, differentiation, and a value-positioning statement can ...

Some of the best advice that financial advisors give clients—and colleagues—is to read a book. Advisors have long recommended titles that can broaden perspective and help drive success of both the ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Twyla Hardham of Safe Harbour Financial Solutions says advisors buying books need to understand the degree of client loyalty ...

AI solution provider Jump has released its inaugural 2026 Financial Advisor Insights Report which analyzes around 12,000 ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...

Jump analyzed 12,000 advisor-client meetings revealing advisors speak more than clients in 84% of cases in new insights ...