Archive for the ‘The Art of Advising’ Category

The head and the heart of retirement planning

Investor newsletter Summer 2014

A rewarding retirement requires disciplined preparation. Help your clients prepare for the emotional aspects of the transition, too – not just the financial facets.

July 22, 2014 Categories: The Art of Advising

Three keys to help build trust with clients

Consider these deceptively simple steps to help build strong, trusting relationships with investors.

Orchestra conductor hands

Make your value offering music to your clients’ ears

Help clients understand the value you offer by simplifying how you explain your role. As in, “I’m like an orchestra conductor – for your portfolio.”

Jun 26, 2014 Categories: The Art of Advising
Alarming lessons in investor behavior

“Alarming” lessons in investor behavior

Consider how you can employ “commitment devices” with your clients to battle certain investor behaviors.

Jun 24, 2014 Categories: The Art of Advising

To ask or not to ask… for a referral

Many financial advisors recognize the power of client referrals, but many aren’t focusing on a key strategy: asking for referrals.

Jun 17, 2014 Categories: The Art of Advising
Building client trust

Building trust: Lessons from the world of medicine

Sandy Cavanaugh and Dr. Jeff Belkora discuss how financial advisors can better build trust with their clients.

unhappy baby

Investor behavior and the “unhappy child”

This take on investor behavior will resonate with parents and remind advisors of how they can help investors stay on track.

May 20, 2014 Categories: The Art of Advising

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