First-time encounters make a huge difference in how consumers view our profession.

If your clients still have jobs, this article will discuss what you can do to help them prepare for a possible layoff.

For those advisors working with foreign nationals on work visas, I’ll discuss a couple of things you can do to help your clients who are impacted.

If you are competing with the best of the best, how do you rise above the competition?

The following is a story about a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior.

I’m going to discuss five facts about this group that will give you a better sense of these worthy immigrants.

Using this five-question framework will go a long way to help you be effective as you work with foreign-born families in the U.S.

I discuss cultural and technical challenges and ideas that will lead to a successful client relationship when working with this group of great clients.

I’m one of the 45 million foreign-born individuals who now call the U.S. home. I knew enough about budgeting, but struggled with financial decisions from day one, as this was a completely new system to me.