Archive for the ‘The Art of Advising’ Category

The young and the disciplined: Reframing the Millennial investor

Millennial Investor

Who is the Millennial investor? Here’s why it might be time to learn more about this generation and their futures as investors.

August 19, 2014 Categories: The Art of Advising

Serve the net spenders but don’t forget about the net savers

In our Financial Professional Outlook, advisors say they are looking for help acquiring clients near or in retirement. But are they ignoring the potential in younger clients?

Aug 12, 2014 Categories: The Art of Advising

Moving beyond the volatility hurdle… when there is no volatility

In the latest Financial Professional Outlook, advisors pointed to clients’ volatility concerns – despite historically low volatility levels. How can you turn this disconnect into a useful tool?

Jul 31, 2014 Categories: The Art of Advising
Soccer field

Practice makes permanent

Preparation is an essential component of an athlete’s life in order to perform under the pressures of competition. I believe this should also be the case for financial advisors in their client review meetings. When the spotlight turns on, you are seated across from your client and it is time to deliver – will you be ready?

Jul 29, 2014 Categories: The Art of Advising
Investor newsletter Summer 2014

The head and the heart of retirement planning

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

Jul 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

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