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
The Great Technology Shift: Relationships Are Key
How can advisors differentiate and offer value in a world where their clients or prospects might have access to the same information? Very few advisors today refer to themselves as “stockb... 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...
- It’s Always a Good Time to Talk About Risk and Volatility In the 68 trading days in the U.S. stock market from 11...