by FPM Admin | Apr 27, 2026 | Blog, Independent Advisory
When clients sit down with a financial advisor for the first time, they’re usually not thinking about asset allocation or portfolio construction. Instead, they’re asking themselves a simpler, more personal question: Can I trust this person? The answer to that question...
by FPM Admin | Aug 21, 2025 | Independent Advisory, Investing
When markets are volatile, clients are anxious — financial uncertainty is difficult for some to endure. Often, these periods of uncertainty try everyone’s patience. However, employing strong relationship management skills and effective communication can keep clients...
by FPM Admin | Jul 29, 2025 | Independent Advisory
Janet Galloway and Emily Isom, B&B Strategic Management The Work Relationship Makes The Personal Relationship Stronger We’ve been featuring independent advisor firms in our network that are family-operated: parents and children working together to build and grow a...
