Markets aren’t perfect – but neither are investors. What if this year, you helped your clients to embrace their imperfections – at least when it comes to their investment portfolio?
Using interactive tools to help explain investment concepts and decisions can make client meetings more memorable and engaging – for advisors and clients alike.
Risk profile questionnaires can be useful tools, but they are best at evaluating an investor’s self-reported risk tolerance. But what if you could show clients how much volatility they may be able to handle in order to pursue their desired goals?
Women of Generation X can represent a substantial opportunity for advisors. But are you confident you know how to tailor your message and approach to what these women have reported their needs and concerns to be?
Use the latest Investor newsletter to help your clients balance their heart, mind and 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.
Conversation starters: Help your clients have tough, but necessary, financial conversations with their families.