Archive for the ‘The Art of Advising’ Category

“Snapchat”® for portfolio reporting

Snapchat portfolio

Many investors’ portfolios are complex and dynamically evolving. But a snapshot of a client’s portfolio can remind them how all the pieces fit together.

September 30, 2014 Categories: The Art of Advising
Boy father fishing

Money talks

Conversation starters: Help your clients have tough, but necessary, financial conversations with their families.

Sep 25, 2014 Categories: The Art of Advising
Investors’ questions reveal moods of the market

Road report: Investors’ questions reveal moods of the market

Mark Eibel, one of Russell’s investment strategy experts, discusses what he hears from clients and investors on the road.

Bee on flower

Are you on top of the technology demand?

Investors are seeking out a digital user experience from the firms they work with. As this demand grows, what can you do to help ensure your business doesn’t fall behind the times?

Sep 11, 2014 Categories: The Art of Advising
Financial advisors and social media

5 things for financial advisors to consider about social media

Social media is becoming a hot topic in the financial industry. Here are a few things to consider before taking your business “social.”

Sep 4, 2014 Categories: The Art of Advising
Doctor holding piggy bank

What about life’s impact on your client’s portfolio?

Life can have a bigger long-term impact on your client’s portfolio than any short-term market volatility. How are you addressing these deeper questions with your clients?

Sep 2, 2014 Categories: The Art of Advising
Pink running shoes

Investing like a triathlete

Consider these lessons from the world of triathlon training that can help refocus jittery investors.

Aug 28, 2014 Categories: The Art of Advising

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