Among the most important skills of an estate or financial planner is the ability to know the client, to understand who the client is, where that client stands in relation to the objectives (stated or ...

As you probably know, there are a handful of people who write almost exclusively about military families and their money. One of these writers, Rob Aeschbach, is also a Certified Financial Planner™ ...

Once you’ve narrowed your financial planner search to three candidates, you’ll want to arrange a little face time. A simple half-hour interview can be very revealing. Not only will you find out ...

An effective client interview is an essential part of the client-advisor relationship. Processing Content Top financial advisors recognize that, beyond the need to capture financial data about new or ...

If a client is considering using a corporate trustee as a sole trustee, co-trustee or successor trustee, he'll probably want to interview several institutions — and his estate-planning lawyer should ...