To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.

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HIGH NET WORTH

Clients Value Passing on Stories More Than Wealth

Mitzi Perdue

The glue that holds families together has a value of its own.

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COLLEGE PLANNING

East and West: Paying for College on the Coasts

Lynn O'Shaughnessy

Students and their parents need to understand the realities of aiming for these schools.

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HIGH NET WORTH

Goldman, Morgan Stanley Want to Lend the Ultra-Rich More Money

Sonali Basak

Morgan Stanley has tripled its loans to high net worth individuals in the past five years while Goldman Sachs is expanding overseas.

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CLIENT RELATIONS

Six Reasons Why Financial Advisors Should Visit Clients at Home

Matt Oechsli

Your strongest client relationships come from those whose homes you have visited.

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