Archive

Archive for the ‘The Art of Advising’ Category


Practice makes permanent

Soccer field

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?

July 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
Compass

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
Handshake

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.

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