Why Financial Advisors Quit
It’s estimated that nine advisors out of ten don’t last three years in the industry. That seems high for a career that offers so much promise and potential. Most...
Get More from an Advisory Relationship with Client-Centric Investing
With the 2008 global financial crisis fading in the rearview mirror, investors are slowly regaining their confidence in the stock market with a halting willingness to take on more...
Put Risk in Perspective: What Do Going to The Dentist and Investing Have in Common?
I’ve got a good story about how two Advisor friends of mine, Eric and Lisa, deal with their clients when the markets become unsettled. They help their clients put...
Winning Over the Children of Wealthy Clients
As evidenced by the great wealth transfer of $30 trillion currently underway from the baby boomers to the next generations, wealth is generational, with far-reaching impacts beyond any one...
6 Essential Investment Tenets to Instill in Your Clients for 2024
The stock market has taken investors on another wild rollercoaster in recent years. The market recovered from a bear market in 2022, and after a solid up year in...
Why Financial Advisors Need a Coach
For challenging endeavors in which people seek to achieve a level of performance beyond their current capacity – such as sports, weight loss, or running a business – they...
It’s Time to Have Another Conversation with Your Clients About Risk
With the stock market setting its sights on new highs, is it time for advisors to have another serious conversation about risk? With all that is going on across the...
When Markets Are in Transition
The stock market is not static. It’s always in transition, more often than not triggered by economic uncertainty. Listen to this 1-minute audio or read the transcript below to hear...
5 Ways Financial Advisors Can Establish Credibility and Build Trust
We've made no secret of the fact that a trust deficit exists between the public and the financial services industry. Advisors, new and experienced, must work consciously and deliberately...
5 Scenarios When Advisors Should Fire Clients with Conflict of Interest
We've posted several times on the topic of conflicts of interest created by financial advisors when their objectivity may be compromised, and their interests are not necessarily aligned with...