Ellen Bessner

Beware of AI’s legal pitfalls

March 3, 2026 Ellen Bessner
AI button

Reframing the big fat questions for young clients

December 2, 2025 Ellen Bessner

When a client-advisor relationship gets too close

October 10, 2025 Ellen Bessner

Pain points and reaching the next generation

September 3, 2025 Ellen Bessner
Older couple reviews a contract with a lawyer or financial advisor

7 ways to build your book with Millennials and Gen Z

June 7, 2025 Ellen Bessner
social media

Don’t waste economic and political uncertainty to show clients how you can shine

March 26, 2025 Ellen Bessner
Consumer concerns

Advisors are at risk

February 10, 2025 Ellen Bessner
dominos falling

Breaking up doesn’t have to be hard to do

November 22, 2024 Ellen Bessner
Illustration of two people shaking hands on two upward arrows

Breaking up is hard to do, Part 1

November 11, 2024 Ellen Bessner
Businesspeople arm wrestling

Don’t go down with your client’s ship

September 30, 2024 Ellen Bessner
Stormy waters

No note-taking requirements in CFRs? Think again!

July 26, 2024 Ellen Bessner
confusion

To protect yourself and clients, rethink trusted contacts

May 17, 2024 Ellen Bessner