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
Wisdom from a Golden and Silver Anniversary
I am thrilled to share some insights from the amazing father/son advisory practice from Minneapolis, MN: Jeff and Tom Berg. 2015 was a special year for the 70-year-old Jeff Berg because he... Read more
What Every Client Wants: A Leader WITHOUT Numbers
I would like to discuss what might be the single most important trait of a truly invaluable financial advisor — Conviction. In order to have conviction you need to believe that what you are doing... Read more
Three Essential New Year’s Resolutions
It’s that time of year when we should be thankful for our health, our friends/family and our business opportunities. Something I do every year at this time is to assess how things are going in th... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- 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...
- Hindsight is Clearer Than Foresight <!---->This article is featured in the winter edi...