You probably won’t be surprised to learn that research has shown that over 85% of executives attribute their success to their business relationships. And even though this study wasn’t strictly focused on the wealth m[...]

A good consultant more than earns his or her fee; and a good consulting relationship empowers the client to make more intelligent decisions that are fueled by the wisdom of experts. [...]

The client’s investment questionnaire involves the often-daunting task of data gathering. Both the advisor/consultant and the client need a system to organize the data and have the patience to wade through it. [...]