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Actually, there’s a third answer, says planner Victoria Konrad.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.

Managers can use these methods encourage employees to work together, according to columnist John J. Bowen, Jr.

By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.

Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.

It’s better to have these conversations long before your clients need to use a policy.

Don’t let them do a deal before you bring up these important topics.