At the recent Schwab IMPACT conference in Washington DC, Joe Duran, CEO of United Capital, had a few things to say about clients. According to Diana Britton for Wealthmanagement.com, Duran called clients emotional creatures that want to know if they have the means to live the life they want. For advisors, this means understanding what...

You would never build a house without a blueprint. Just the process of putting a blueprint together from scratch, going back and forth over details, site use, and wall placement gets you closer to the dream home you want. With the blueprint in hand, the ordering can begin – boards, bricks, and faucets, everything according...