'Approachability' continues to be the one-word descriptor of what separates good RIAs from the ones who struggle

 The fear of offending or being embarrassed by financial details may be an atavistic dysfunction that will always be the bane of financial advisors. Yet in a larger sense, this cultural and behavioral issue is why advisors exist. Advisors are there to keep investors from compulsions and fears that they can't control.”

Abby Salameh, chief marketing officer, Private Advisor Group