Making financial decisions isn’t for the faint of heart — and that’s exactly why you’ve likely ended up hiring a financial advisor. They are pros at helping you sort out all those messy numbers. But, ...

Many younger advisors today start their books looking for so-called “HENRY” clients (“High Earners, Not Rich Yet”) in the hopes that building relationships with successful younger professionals will ...

To advisors who would ask, “Do I need a personal coach?” I respond, “Michael Jordan had one, and Tiger Woods employs one.” Even the best financial advisor can benefit from a coaching relationship, ...

This revolutionary AI is the result of a unique collaboration between Eric McLoyd, Sr., a seasoned financial advisor and coach, and his 16-year-old son, Eric Jr., whose fascination with technology ...

Advising clients who are entering the empty nest phase requires an approach that’s both strategic and tactful. Clients may experience a range of emotions surrounding this change, which could make it ...

John Napolitano, CEO of U.S. Wealth Management, has often described advisors as being the head coach for their clients, and after attending several seminars he became convinced that coaching was the ...

In the NFL, even the best players have to earn their spot every season — and the people managing your money should be held to the same standard. Sheldon Day’s NFL story began with a narrative that is ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward ...

A father’s determination to turn a teachable moment into a groundbreaking project has led to the creation of Coach Kai, an AI-powered financial tool that aims to make financial coaching accessible to ...