The markets have cycles and investors’ emotions do too. Help your clients be aware of the market cycle of emotions so you can also help them manage through them.
When trying to “wow” top clients and create unique client experiences, remember to start with the client in mind – not the experience.
Female investors are participating more in financial decision-making, but many are not participating confidently. Help your female clients to be knowledgeable, confident and fully engaged in the financial planning process.
Whether the client you’re meeting next is just starting out in their career, approaching retirement or already retired, helping them assess where they stand is the first step toward sustaining their long-term financial health – and to engaging them in important conversations. A few simple questions can help get you started.
It’s not easy to get family members to talk about dividing up family wealth for an inheritance. Engaging your clients in a conversation now can potentially help them avoid headaches down the road.
In the latest Financial Professional Outlook survey, advisors told us their top priority for 2014 is building their businesses. Consider the many ways you can approach growth, and what you might want to make your top focus this year.
In our latest Financial Professional Outlook survey, we asked advisors what they wanted to advance their expertise on the subject of retirement income planning and strategies. Planning for and ongoing review of client’s retirement income needs require expertise and engaged clients.