From WealthManagement.com
1 visitor like this article | Viewed 3260 times | 0 comment
Summary: The insights gleaned from visits with clients and prospects—and in many cases, key members of their staff—are invaluable and cannot be replicated in phone conversations, email exchanges or video conferences. Face-to-face interaction is the most powerful and memorable way of connecting with others, and while in-person visits do not scale well and are limiting in a sample set, their interaction, information exchange and subtle nuances reveal a layer of perspective that is otherwise lost.
From Financial Advisor
1 visitor like this article | Viewed 3686 times | 0 comment
Summary: Advisers have fewer challenges and are finding greater success switching firms and going independent, according to a recent industry study.
From Financial Advisor
1 visitor like this article | Viewed 4575 times | 0 comment
Summary: Many of us use a traditional risk tolerance questionnaire. We use this questionnaire in an effort to protect clients (and our firms) from too much, as well as not enough risk, depending on the situation. But using a simple risk tolerance questionnaire has its challenges.
From FA Magazine
0 visitor like this article | Viewed 3365 times | 0 comment
Summary: Mark Tibergien, CEO of Pershing Advisor Solutions, shares his thoughts here on how he believes the industry will evolve over the next 10 years.
From FPA
0 visitor like this article | Viewed 2810 times | 0 comment
Summary: As planners, you are uniquely positioned to move peoples’ emotional stories with money from the horror genre to a genre that evokes more positive feelings. The way to do that is to help eradicate the stereotype of financial planners, embrace technology to help clients feel more comfortable, and to help clients see that life is full of problems and we need to anticipate and address them.
