Rory Henry

If you think true financial planning is all about investments and annual returns, think again.

Deep in the heart of busy season, you may not be feeling much empathy for clients who have been procrastinating and are so disorganized, but you should.

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

Here's a smart way to add long-lasting value to your client relationships.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.

Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.

Don't underestimate how important it is for clients to feel like they've been heard, particularly in financial planning.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.