With the first half of 2014 behind us, Russell’s strategist team outlines our latest forecasts for the global markets and economies.
Consider these deceptively simple steps to help build strong, trusting relationships with investors.
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.”
Consider how you can employ “commitment devices” with your clients to battle certain investor behaviors.
We’ve introduced several updates to our Economic Indicators Dashboard to make it even more valuable in gauging the health of the U.S. economy.
Many financial advisors recognize the power of client referrals, but many aren’t focusing on a key strategy: asking for referrals.
Some investors are concerned about U.S. equity markets nearing all-time highs again. We are constructive rather than concerned.