Planning Alpha – Mortgage Review Edition
The value of a planning-centric relationship-focused Advisor is deep and extensive, covering almost every aspect of a client’s financial life (and even many areas that aren’t at all financial). L... Read more
3 Common Pitfalls Wealth Advisors Should Avoid
Being a wealth advisor is an honorable job that is not meant for everyone. Wealth advisors can have an enormous impact on a family and the generations that follow. In today’s marketplace, we feel... Read more
Comfort or Confidence: How to Tell Which You Provide
Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... Read more
Technology … How Much Time Should You Really Spend Thinking About It?
I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more
Where Advisors Shine (and Robo-Advisors Don’t): Individualized Behavioral Coaching
“The dominant determinant of real-life, long-term investment outcomes is not investment performance, it’s investor behavior.” — Nick Murray, author When it comes to investing, almost ever... Read more
Food for Thought: How Your Office May Influence Investor Behavior
It makes sense that what we see can impact our decisions and ultimately our health. A 2015 study1 was conducted to see if the types of foods on a person’s kitchen counter are associated with thei... Read more
Asset Management Redefined
Blink and your clients may find what they need without your help… If you’ve been paying attention the last 10 years you will likely agree that the role great advisors play in their clients’ lives... Read more
Main Street vs. Wall Street — Why Investing is NOT Speculating
<!––>I was talking with an experienced Advisor and he said that many of his clients are concerned that the financial system is rigged against them — constructed by policy makers... Read more
Staying Relevant: The Paradox of Advice
These days, every time I turn on the TV, I come across another commercial (such as this one) featuring young people and their parents talking with a financial advisor. Is it a sign of changing ti... Read more
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- Hindsight is Clearer Than Foresight This article is featured in the winter edition of our 3...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...